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intellicents acquires $445 million financial planning firm
September 3, 2021
intellicents investment solutions is again expanding its financial planning prowess with the addition of Cathy Reinhardt, CFP, JD and her team in Lawrence, Kansas.
“intellicents is growing rapidly, and our entire practice centers on financial planning and fiduciary advice,” commented Matt Twedt, President of Personal Financial Management at
intellicents. “Cathy brings over thirty years of experience with true comprehensive financial planning. Her expertise and knowledge will be a perfect complement to our focus on dreambased investing.”
Reinhardt Financial Services, Inc. was previously with Cambridge and has over $445 million of assets under advisement. Her team’s addition brings the number of licensed advisors at intellicents to 34, with 8 of them being CERTIFIED FINANCIAL PLANNERS™, two being Charter Financial Analysts®, and one a Chartered Financial Consultant®. “We are excited about the expansion of our team and capabilities in Lawrence,” added Reinhardt.
“We have been talking to Cathy for several years about joining our team. Her planning expertise will help further propel our growth in this direction,” said Brad Arends, CEO and Co-Founder of intellicents. “We are delighted to have her experience and insight involved in our continuing efforts to put together a robust national team of smart people supported by great technology.”