intellicents continues to expand its footprint with the purchase of Retirement Asset Advisory, Inc. (RAA) from Bill Worley and John Cole.
“We have known and respected Bill and John for over 20 years now; so we saw this as a great opportunity for our first entry into the Texas market,” said Brad Arends, Co-Founder and CEO of intellicents. “The Dallas branch will initially focus on offering fiduciary retirement plan investment advisory and management services to area employers, and personal wealth management and financial planning services.”
“intellicents has put together an incredible stable of supporting technology and pricing for our retirement plan and personal wealth clients,” commented Worley. “Their intellicents university financial wellness program is very progressive, and their allmymoney™ financial wellness app really helps plan participants focus on organizing their financial life and establishing a plan for successful financial outcomes.”
“We will now have a lot more horsepower to service our clients,” added Cole. “Their 3(38) discretionary advisory services will be an additional fiduciary service to offer to our clients. Plus, their intellicents bionic advisor offers an efficient and economical investment solution, combining technology with actual onsite advisors, which is what many people still want.”
Arends is excited about this business model. “Our business plan is to build a national financial advisory firm centered on the employee benefit relationship. We really foresee financial planning becoming a popular employee benefit, and we are actively looking to enter other Texas markets.”
intellicents is reimagining financial services for employers and individuals. Through retirement plan design and fiduciary investment consulting, personal financial management, group insurance, and worksite financial wellness services they are paving a smarter way for the American worker and their employer. With headquarters in Albert Lea, Minnesota, and branch offices in Eden Prairie, Minnesota, Des Moines, Pella, and Lake Mills, Iowa, Leawood, Kansas, Tacoma, Washington, Denver, Colorado, and now Dallas, Texas, they serve over 300 employers, with 46,000 participants, and almost $4 billion in assets under management and advisement.
More information about intellicents can be found at www.intellicents.com.