Elizabeth A. Fugenschuh

INTELLICENTS INVESTMENT SOLUTIONS

GOLDEN, CO 80401

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CRD#: 5464577

Professional summary

Elizabeth A Fugenschuh, CFP®, who also goes by Betsy Cox, Elizabeth A Cox, Elizabeth A Fridline, Betsy Fugenschuh, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Golden, Colorado and MUTUAL SECURITIES, INC. located in Golden, Colorado.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Elizabeth has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Betsy Cox | Elizabeth A Cox | Elizabeth A Fridline | Betsy Fugenschuh

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, inc., Start Date: 01/01/2023, 100 N. Broadway, Albert Lea, MN 56007, S Corp, Holding Company for RIA, Partial Owner, Partial ownership of intellicents, inc., Not Investment Related, 1 hour per month, 0 Hours per day during trading hours. 2. Insurance, Start Date: 04/30/2012, 1111 Washington Ave., Ste. 115, Golden, CO 80401, Independent, Insurance, Licensed Insurance Agent, When client's need Life/Health/Disability Insurance I will sell them the necessary insurance needed, Investment Related, 4 Hours per month, .0025 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth A Fugenschuh'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: 2011

Experience

Current

February 13, 2019 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 1111 Washington Avenue Suite 115, Golden, CO 80401

RIA

CRD#: 107498

GOLDEN, CO

Current

March 15, 2019 - Present

MUTUAL SECURITIES, INC.

Office #1: 1111 Washington St Ste 115, Golden, CO 80401

CRD#: 13092

Golden, CO

Past

February 18, 2011 - September 21, 2018

ASSET SOLUTIONS, INC.

RIA

CRD#: 113717

LITTLETON, CO

Past

December 18, 2009 - September 21, 2018

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

LITTLETON, CO

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/29/2025)

IAR

Colorado
(2/13/2019)

Colorado
(3/15/2019)

Iowa
(7/22/2025)

Kansas
(6/5/2025)

Pennsylvania
(9/16/2025)

IAR

Texas
(11/21/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/14/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2009

General Securities Representative Examination

SRO Registrations

FINRA

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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Firm Stability Insights

Elizabeth A. Fugenschuh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth A Fugenschuh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

ASSET SOLUTIONS, INC.

GENEOS WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

INTELLICENTS INVESTMENT SOLUTIONS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2010

SIE

Date: 9/21/2018

Series 7

Date: 12/17/2009

FINRA

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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