Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
INTELLICENTS INVESTMENT SOLUTIONS INC
Location
Overland Park, KS 66210
Credentials
Series 65
Industry experience
< 1 year
Flat fees for selected services generally client specific, with $5,000 minimum.
$0 - $1,000,000,000: up to 0.85% for ERISA 3(21) Non-Discretionary Services $0 - $1,000,000,000: up to 1.20% for ERISA 3(38) Discretionary Services
Hourly fees range from $100 to $450 per hour for selected services; financial planning fees up to $500 per hour.
Account minimum: $8,000 minimum for HSA and VEBA Consulting Services; $5,000 minimum flat fee for selected retirement plan consulting services; no other specific minimums clearly stated Minimum fee: $5,000 minimum flat fee for selected services in Retirement Plan Consulting Fee-only: Financial planning fees up to $500 per hour; hourly fees range $100 to $450 per hour for selected services; fees negotiable and may be waived if combined with asset-based fees.
INTELLICENTS
2025 - Present (1 year)
INTELLICENTS
2024 - 2024 (1 year)
KU Athletics
2024 - 2024 (1 year)
Dempsey's
2022 - 2024 (2 years)
Full-time Education
2021 - Present (5 years)
Full-time Education
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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