bio
Brandon Budd joined intellicents in 2018 with a background in investments and corporate retirement plans. Brandon focuses on supporting plan sponsors at the corporate retirement plan level, as well as individuals with their comprehensive financial planning needs. Brandon has over a decade of experience in the industry, working with individual investors, financial advisors and corporate plan sponsors. His experience in the financial services industry includes roles at Hartford Mutual Funds and American Century Investments gaining knowledge on investment management processes. Additionally, he has spent part of his career with two national record keeping firms The Standard and Transamerica Retirement Services.
education & certifications
Brandon graduated from the University of Kansas with a degree in Finance and previously passed securities exams and insurance licenses:
Series 6 - Investment Company and Variable Contracts Representative
Series 63 - Uniform Securities Agent
Series 65 - Uniform Investment Adviser
AIF® - Accredited Investment Fiduciary
RICP® - Retirement Income Certified Professional
Life and Accident/Health Insurance
my idea of
living the dream
For me it is having the flexibility and comfort making financial decisions that impact my family in a positive way.
dream job
this is my
Being able to help people and watch the impact these important decisions have on them and their family is very rewarding to me. I’ve always enjoyed building relationships and helping people reach their goals, no matter what that is. Having an opportunity to do that working with some of the best colleagues and clients makes every day at work a dream!
this is how i
make it real
My ideal weekend is spent with a combination of a few things: my wife Bailey and daughter Sylvia, good times with other friends and family, a golf course with a cold beverage and any Kansas City sporting events- especially if it’s the Kansas Jayhawks!