Greg Alan Haney
Investment adviser representative at Intrepid Financial Planning Group, LLC
40 yearsExperience
4 statesRegistered 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
40 years in the industry.
- Intrepid Financial Planning Group, LLCJan 2000 to now
- Intrepid Financial PlanningDec 1999 to now
- Haney Cpa GroupJan 1986 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 4 states (IN, NY, TX, VA).
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
- 3231883
- Firm CRD
- 112196