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KM

Kevin E. Mahoney

INTELLICENTS INVESTMENT SOLUTIONS
Austin, TX 78737
Some features on this profile are disabled
CRD#: 2953706
KM

Professional summary

Kevin Eugene Mahoney, AIF® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Austin, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kevin has worked at 7 firms and has passed the Series 63 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Eugene Mahoney'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

August 17, 2023 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 13341 W. Us Highway 290 Bldg 2, Austin, TX 78737
RIA
CRD#: 107498
Austin, TX
Past

January 11, 2021 - December 31, 2022

FINDEC WEALTH SERVICES, INC.

RIA
CRD#: 311949
AUSTIN, TX
Past

December 1, 2005 - September 3, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
STOCKTON, CA
Past

June 28, 2002 - April 23, 2021

FINANCIAL DECISIONS, INC.

RIA
CRD#: 118883
STOCKTON, CA
Past

February 22, 2000 - December 2, 2005

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

June 12, 1998 - March 13, 2000

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

March 5, 1998 - July 14, 1998

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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".
II
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
California
(8/17/2023)
IAR
Texas
(8/17/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 3/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/1998
General Securities Representative Examination

Current Firm

II
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
67

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,103
AUM (Assets Under Management)$ 7,362,137,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2025
Cover Page
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.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498Austin, TX 78737

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