intellcents® icon
intellicents®

FORM

CRS

  • who we are

    • the whole story
    • meet the founders
    • the team
    • awards

  • what we do

    • retirement plan consulting
    • group insurance consulting
    • personal financial management
    • worksite financial wellness
    • case studies

  • how we do it

    • participant financial advice
    • intelli(k)™ 401(k) details
    • (k)series™ custom target date funds
    • allmymoney financial wellness app
    • lifesteps financial planning
    • lifesteps app
    • allmybenefits shopping center
    • intellicents Bionic Advisor
    • intellicents university
    • myCents
    • bioni(k) managed accounts

  • let's connect

    • blog
    • press room
    • video library
    • webinars
    • job openings
    • open a branch

  •  

    Use tab to navigate through the menu items.

    let’s get in touch!

    toll free  800.880.4015

    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. intellicents' website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services offered through intellicents investment solutions, inc., an SEC registered investment adviser. Registration does not imply a certain level of skill or training.

    © 2022 intellicents inc. all rights reserved.

    Form CRS | ADV 2A | ADV 2B | Wrap Brochure | privacy policy | IAPD