Brian
Westemeyer
Intellicents Investment Solutions Inc
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About this Advisor
Brian Westemeyer is a financial advisor who works in Overland Park, Kansas with 21 years of industry experience. Westemeyer works at Intellicents Investment Solutions Inc. Their career trajectory has included roles at Intellicents Inc, Lpl Financial LLC, Nfp Securities, Inc, Intellicents Investment Solutions Inc, Investors Capital Corp, Cetera Advisors LLC, Hawkeye Touchless Inc And Westport Touchless Of Coralville Inc and Mutual Securities, Inc. Westemeyer maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Kansas and Missouri. Intellicents Investment Solutions Inc is an advisory company operating out of Albert Lea, MN. The company has offices in nine locations and a total of 61 financial advisors. It manages $5 billion in assets under management between its 3,031 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 3,031 customer accounts, 45% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Intellicents Investment Solutions Inc offers a diverse array 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 advisory fees usually are based on the services provided. Fees charged by Intellicents Investment Solutions Inc can consist 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
Brian Westemeyer Work History
Brian has been registered as a financial advisor for 21 years.*
Mutual Securities, Inc
Hawkeye Touchless Inc And Westport Touchless Of Coralville Inc
Intellicents Inc
Intellicents Investment Solutions Inc
Investors Capital Corp
Cetera Advisors LLC
Lpl Financial LLC
Nfp Securities, Inc
*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 Brian Westemeyer 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
Eden Prairie, MN
Overland Park, KS
Albert Lea, MN
Overland Park, KS
Albert Lea, MN
Pella, IA
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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