Bryan A. Sarff

INTELLICENTS INVESTMENT SOLUTIONS

Overland Park, KS 66210

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CRD#: 4718059

Professional summary

Bryan Allen Sarff, CFP® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Overland Park, Kansas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bryan has worked at 8 firms and has passed the Series 66, Series 63, SIE 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.

1.myTrueHR, LLC; NON-INVESTMENT RELATED; Overland Park, KS; HR Consulting and Services; Co-Founder and Director; Approx. 1 hour per month. 2. Intellicents, Inc., 100 N. Broadway Ave., Albert Lea, MN 56007. NOT Investment Related. Ownership interest - Part Owner of holding company for RIA. Since 01/2024. Approximately 1 hour spent per month outside of trading hours. 3.Recreation Construction Group; not investment related; 7101 College Blvd, Suite 620, Overland Park, KS 66210; nature of business is design, build, and installation of outdoor recreation projects for municipalities, schools, and churches; Business Development; start date 07/08/2025; 15 hours a month; .75 hours during trading hours; duties include creating marketing materials, including both print and digital content, and will be speaking to groups over lunch and learns.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Allen Sarff'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

January 2, 2024 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 7101 College Blvd. Suite 740, Overland Park, KS 66210

RIA

CRD#: 107498

Overland Park, KS

Past

March 27, 2015 - March 29, 2024

TRUE WEALTH & COMPANY

RIA

CRD#: 174841

OVERLAND PARK, KS

Past

July 22, 2013 - July 2, 2015

RESEARCH FINANCIAL STRATEGIES

RIA

CRD#: 153247

OVERLAND PARK, KS

Past

July 16, 2013 - January 4, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

OVERLAND PARK, KS

Past

October 14, 2010 - July 22, 2013

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

OVERLAND PARK, KS

Past

October 7, 2010 - July 22, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

OVERLAND PARK, KS

Past

July 28, 2009 - October 14, 2010

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

June 30, 2009 - October 14, 2010

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

April 27, 2007 - April 4, 2008

NATIONAL PLANNING CORPORATION

CRD#: 29604

LENEXA, KS

Past

February 7, 2005 - April 27, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

LENEXA, KS

Past

January 1, 2004 - April 27, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

LENEXA, KS

Past

November 14, 2003 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

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
(1/2/2024)

IAR

Texas
(1/3/2024)

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 66

Date: 11/10/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/25/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2003

General Securities 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
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.

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Advisor Monitoring

Firm Stability Insights

Bryan A. Sarff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Allen Sarff's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE WEALTH & COMPANY

RESEARCH FINANCIAL STRATEGIES

PURSHE KAPLAN STERLING INVESTMENTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

WADDELL & REED

WADDELL & REED

NATIONAL PLANNING CORPORATION

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

Primary Firm SEC Registration

INTELLICENTS INVESTMENT SOLUTIONS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2004

Series 63

Date: 11/25/2003

SIE

Date: 1/4/2016

Series 7

Date: 11/13/2003

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

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