Charles
Pastor
Intellicents Investment Solutions Inc
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About this Advisor
Charles Pastor is a certified financial planner operating in Golden, Colorado with 1 year of relevant experience. Pastor is an advisor for Intellicents Investment Solutions Inc. During their career, Pastor has held roles at Water World Colorado, Sweet Success, Inc, Makeena, Inc, Tri-State Generation And Transmission Association, Registria, University Of Colorado At Boulder, Primary School, Horizon High School, Enrich Finance, Inc, Damn Good Planning LLC and Intellicents Investment Solutions, Inc. Pastor has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Colorado and Texas. Intellicents Investment Solutions Inc is an advisory business that has its headquarters in Albert Lea, MN. It has offices in nine locations and a total of 61 advisors. It oversees $5 billion in assets under management between its 3,031 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 3,031 accounts, 45% are associated with high-net-worth clients who have more than $1 million in investable assets. Intellicents Investment Solutions Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial management fee schedules largely are based on which services are provided. However, fees billed by Intellicents Investment Solutions Inc most likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intellicents Investment Solutions Inc Brokerage Details
$5,067,782,323
61
3,031
$1,671,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charles Pastor Work History
Charles has been registered as a financial advisor for 1 years.*
Intellicents Investment Solutions, Inc
Damn Good Planning LLC
Registria
Makeena, Inc
Tri-State Generation And Transmission Association
University Of Colorado At Boulder
Sweet Success, Inc
Enrich Finance, Inc
Water World Colorado
Horizon High School
Primary School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Pastor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intellicents Investment Solutions Inc
Overland Park, KS
Overland Park, KS
Albert Lea, MN
Eden Prairie, MN
Overland Park, KS
Albert Lea, MN
Pella, IA
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
