meet

kara

relationship manager · retirement

overland park, ks

bio

Kara Walters joined intellicents in 2018 and brings more than 10 years of industry experience. She has a background in retirement plan consulting, focusing on client service and building relationships. Kara instills confidence and comfort with clients as their business partner to help them achieve their goals and ease the overall administration burden of the retirement plan.

education & certifications

Kara obtained her Master of Science Management in Business Management from Baker University and her B.S. in Political Science from the University of Kansas.  Kara has previously passed the following securities exams:

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  • Series 6:  Investment Company and Variable Contracts Representative

  • Series 63:  Uniform Securities Agent

  • Series 65:  Uniform Investment Adviser

  • Life and Accident/Health Insurance

my idea of

living the dream

My dream is to be financially secure and in control of my finances so I may enjoy life without financial stress.

dream job

this is my

A role where I may enhance the experience of individuals and focus on achieving their goals and objectives.

this is how i

make it real

Enjoying new experiences through traveling, spending quality time with family and friends and cheering on my favorite sports teams.

toll free 800.880.4015

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

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