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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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January 15, 2021
intellicents recognized as “Best Places to Work in Money Management” by Pensions & Investments
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December 2, 2020
NAPA Names intellicents’ Mandie Scott 2020 Top Woman Advisor
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November 13, 2020
First Premier Bank and Premier Bankcard take a progressive approach to in-plan advice
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September 15, 2020
intellicents bioni(k) managed accounts now available on Schwab Recordkeeping Platform
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August 6, 2020
Outcomes Podcast - Interview with Brad Arends
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July 22, 2020
intellicents and Empower Retirement Partner on Advisor Managed Account Service
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who we are
services
wealth management
exit planning
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products
ichra
personalized foundational plan
pooled employer plan
insights
resources
webinar
blogs
press room
about us
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