LAST UPDATED 03/31/2022

Privacy Policy

Download a PDF of Intero’s Privacy Policy.

Form ADV Part 1

Download a PDF of Intero’s 2023 Part 1 of Form ADV.

Form ADV Part 2

Download a PDF of Intero’s 2023 Part 2 of Form ADV.

Interactive Brokers Disclosure

Interactive Brokers does not endorse or recommend any introducing brokers, financial advisors, hedge funds, or other third parties including Intero Financial Planning, LLC.  Interactive Brokers provides execution and clearing services. None of the information contained on this website constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability as to the accuracy or completeness of the information provided on this website. For more information about Interactive Brokers visit:

Intero is a registered investment advisor in the states of Maryland, Pennsylvania and California.
Intero may or may not be able to serve clients in other states depending on the laws of those states.