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May 16, 2022
intellicents father-son financial advisor duo receive “Top of the Table” recognition
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May 2, 2022
intellicents named to 2021 list of Top DC Advisor Multi-office Firms
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March 29, 2022
eMoney builds planning app for 401(k) advisors
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March 22, 2022
Spectrum CEO to Deliver Testimony to Senate HELP Committee
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March 14, 2022
intellicents Brad Arends on PROFITABLY Reaching the 99%
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March 7, 2022
intellicents launches intellisteps foundational financial plan participant app to serve the 99%
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September 3, 2021
intellicents acquires $445 million financial planning firm
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May 4, 2021
intellicents expands its footprint in Colorado with the addition of advisor, Tom Krusic!
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March 30, 2021
intellicents wins multiple awards for “Corona Crash” survival kit
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who we are
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wealth management
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products
ichra
personalized foundational plan
pooled employer plan
insights
resources
webinar
blogs
press room
about us
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