BB
Brandon T. Budd
INTELLICENTS INVESTMENT SOLUTIONS
OVERLAND PARK, KS 66210
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CRD#: 5891002
BB
Professional summary
Brandon Thomas Budd, AIF® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Overland Park, Kansas.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brandon has worked at 7 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., STAR DATE: 5/1/2018, 7101 COLLEGE BLVD., SUITE 620, OVERLAND PARK, KS 66210, CORPORATION, RIA, FINANCIAL CONSULTANT, PROVIDE FINANCIAL ADVICE TO PLAN SPONSORS AND PARTICIPANTS, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. Bags of Fun Kansas City, Start Date: 01/01/2018, 418 Baltimore Ave, Kansas City, MO 67111, 501c3, Charity Non-profit, Board Member/Volunteer, Quarterly board meetings, help promote the organization efforts, participate in fundraisers and introduce people to the cause, Investment Related. 3. iisBudd, LLC., Start Date: 01/01/2024, 12907 Eby Lane, Overland Park KS 66213, Pass through entity, President Retirement Services, This is a pass through entity. As of 01/01/2024 iisBudd, llc owns 5% of intellicents, inc. and intellicents investment solutions, inc., Investment Related, 0 hours per month, 0 hours per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Thomas Budd's 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®
Experience
Current
May 8, 2018 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 7101 College Blvd. Suite 620, Overland Park, KS 66210RIA
CRD#: 107498
OVERLAND PARK, KS
Past
August 17, 2018 - May 27, 2020
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
OVERLAND PARK, KS
Past
March 6, 2017 - May 7, 2018
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
February 3, 2016 - June 9, 2016
STANCORP INVESTMENT ADVISERS, INC.
RIA
CRD#: 110228
OVERLAND PARK, KS
Past
September 10, 2014 - June 9, 2016
STANCORP EQUITIES, INC.
BD
CRD#: 19517
Overland Park, KS
Past
July 17, 2012 - August 25, 2014
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
April 13, 2011 - June 18, 2012
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
RADNOR, PA
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
Kansas(5/8/2018)
IAR
Missouri(5/8/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
67
SEC notice filing (43 States and Territories)
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 | ||
| 11/21/2024 |
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.
