Brian B. Westemeyer

INTELLICENTS INVESTMENT SOLUTIONS

OVERLAND PARK, KS 66210

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CRD#: 1278255

Professional summary

Brian Bertron Westemeyer, AIF® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Overland Park, Kansas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Brian has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INTELLICENTS INVESTMENT SOLUTIONS, INC., START DATE: 1/1/1986, 100 NORTH BROADWAY, ALBERT LEA, MN 56007, CORPORATION, RIA, SENIOR CONSULTANT, DEVELOPING NEW CLIENT RELATIONSHIPS, WORKING WITH CURRENT CLIENTS AS EITHER A 2(21) OR 3(38) ADVISOR/PLAN CONSULTANT TO QUALIFIED RETIREMENT PLANS, AGENT MARKET INSURANCE PRODUCTS SUCH AS LIFE, ACCIDENT AND HEALTH. INVESTMENT RELATED, 40-60 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. Intellicents, Inc., Start Date: 11/01/2019, 100 North Broadway, Albert Lea, MN 56007, Corporation, Administrative Operations, Part Owner/Shareholder, No specific duties, Not Investment Related, 1 hour per month, 1 hour per day during trading hours. 3. Independent Insurance Producer, Start Date: 01/01/1985, 7101 College Blvd., Ste. 620, Overland Park, KS 66210, Independent Insurance Producer, Insurance Producer, Licensed Insurance Agent; life, AD&D, etc., types of insurance, not currently appointed through any carriers, Not Investment Related, 1/2 Hours per month, Negligible Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Bertron Westemeyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 9, 2002 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 7101 College Blvd. Suite 66210, Overland Park, KS 66210

RIA

CRD#: 107498

OVERLAND PARK, KS

Past

August 17, 2018 - June 9, 2023

MUTUAL SECURITIES, INC.

CRD#: 13092

OVERLAND PARK, KS

Past

October 3, 2016 - August 15, 2018

CETERA ADVISORS LLC

CRD#: 10299

LEAWOOD, KS

Past

January 4, 2016 - October 3, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

LEAWOOD, KS

Past

September 30, 2013 - December 31, 2015

LPL FINANCIAL LLC

CRD#: 6413

LEAWOOD, KS

Past

January 19, 2012 - March 1, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

KANSAS CITY, MO

Past

April 23, 1998 - October 2, 2013

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

KANSAS CITY, MO

Past

December 6, 1994 - December 1, 1997

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

February 27, 1991 - January 1, 1994

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

July 1, 1988 - December 31, 1990

MONARCH SECURITIES, INC.

CRD#: 2809

Past

March 25, 1986 - June 28, 1988

IRI SECURITIES CORPORATION

CRD#: 10004

Past

October 8, 1984 - January 31, 1985

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLICENTS INVESTMENT SOLUTIONS INC

ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA

Registered Investment Advisory firm - (2/29/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(11/6/2014)

IAR

Missouri
(1/9/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/25/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/5/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTELLICENTS INVESTMENT SOLUTIONS INC

ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA

Registered Investment Advisory firm - (2/29/1996 Approved)

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Contact information

Main Address

100 North Broadway, Albert Lea, MN 56007

Mailing Address

Phone number

(507) 377-2919

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTELLICENTS INVESTMENT SOLUTIONS INC ADV 2A OCTOBER 2025 (10/24/2025)

INTELLICENTS INVESTMENT SOLUTIONS INC WRAP BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,103
AUM (Assets Under Management)	$ 7,362,137,726

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Brian B. Westemeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Bertron Westemeyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

CETERA ADVISORS LLC

INVESTORS CAPITAL CORP.

LPL FINANCIAL LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

MONARCH SECURITIES, INC.

IRI SECURITIES CORPORATION

HIMCO DISTRIBUTION SERVICES COMPANY

Primary Firm SEC Registration

INTELLICENTS INVESTMENT SOLUTIONS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/1996

Series 63

Date: 6/25/1986

SIE

Date: 10/1/2018

Series 6

Date: 10/5/1984

Current Firm

INTELLICENTS INVESTMENT SOLUTIONS INC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

TRUST BUT VERIFY

Contact information

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