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)
    • (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 releases
    • video library
    • in the news
    • job openings
    • open a branch
  •  

    Use tab to navigate through the menu items.
    where people smarts and great technology come together.

    office locations

    albert lea, mn
    dallas, tx
    golden, co
    des moines, ia
    eden prairie, mn
    lake mills, ia
    overland park, ks
    pella, ia
    tacoma, wa

    toll free  800.880.4015

    Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

    © 2022 intellicents inc. all rights reserved.

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