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BP

Brian T. Paulsen

INTELLICENTS INVESTMENT SOLUTIONS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 6329272
BP

Professional summary

Brian Thomas Paulsen 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 2014. Brian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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) HPad, Inc; Advisory Board Member; Since 5/2022; 7852 E. Turquoise Trail, Bel Aire, KS 67226; Non-investment related; Ownership interest; Approximately 1 hour spent per month. 2) Owner; Paulsen Consulting, Inc; Since 02/2015; 7450 W 130th St, Suite 300, Overland Park, KS 66213; Investment related; Ownership interest; Approximately 1 hour spent per month. 3) 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Thomas Paulsen'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®
None

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

June 29, 2015 - March 29, 2024

TRUE WEALTH & COMPANY

RIA
CRD#: 174841
OVERLAND PARK, KS
Past

March 16, 2015 - July 2, 2015

RESEARCH FINANCIAL STRATEGIES

RIA
CRD#: 153247
OVERLAND PARK, KS
Past

June 3, 2014 - November 9, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
OVERLAND PARK, KS

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
(1/2/2024)
IAR
Texas
(1/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/12/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/9/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2014
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)
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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)

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
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#: 107498Overland Park, KS 66210

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