Nikki Gaye Wheeler
Investment adviser representative at Intrepid Financial Planning Group, LLC
35 yearsExperience
1 stateRegistered in
$390.4MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
35 years in the industry.
- Intrepid Financial Planning Group, LLCJan 2006 to now
- Morris GroupJan 2004 to now
- Intrepid Financial PlanningAug 1999 to now
- Nikki Wheeler, CpaAug 1991 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (IN).
Intrepid Financial Planning Group, LLC
$390.4MAssets managed
1,457Clients
10Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2818727
- Firm CRD
- 112196