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Devin Larry Reimer

Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC — Pella, IA Main St.

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

21 years

Location

Pella, IA 50219

INTELLICENTS INVESTMENT SOLUTIONS INC logo

INTELLICENTS INVESTMENT SOLUTIONS INC

Multi-team

Total advisors

61

Across 19 offices

Clients per advisor

127 Very High

Avg AUM per client

$298,628 Very Low

HNW client ratio

10% Low

About

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Client services

Based on INTELLICENTS INVESTMENT SOLUTIONS INC

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Occupation focus

Based on INTELLICENTS INVESTMENT SOLUTIONS INC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for selected services, client-specific and negotiable.

Percentage

$0 - $1,000,000,000: up to 0.85% (ERISA 3(21) Non-Discretionary Services) $0 - $1,000,000,000: up to 1.20% (ERISA 3(38) Discretionary Services) $0 - +$50 million: up to 1.50% (Individual Wealth Management)

Project-based

$100 to $450 per hour for selected services; financial planning up to $500 per hour.

Other

Account minimum: $8,000 Fee-only: Flat fees and hourly fees are offered as options for selected services; hourly fees range from $100 to $450 per hour; financial planning fixed fees up to $500 per hour; fees are negotiable.

Location

See office

Pella, IA Main St.

725 Main St.

Pella IA 50219

Advisors at this office

5

Most active in

Iowa · Texas

Work history

21 years of industry experience

Intellicents Investment Solutions, Inc.

2019 - Present • 7 years

Pella, IA

Mutual Securities, Inc.

2018 - Present • 8 years

Camarillo, CA

Intellicents Investment Solutions, Inc.

2018 - 2019 • 1 year

Des Moines, IA

Securities America Advisors

2014 - 2018 • 4 years

Pella, IA

Securities America Inc

2014 - 2018 • 4 years

Pella, IA

Equitable Advisors

2010 - 2014 • 4 years

IA

Directed Services LLC

2009 - 2010 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John S

Series 65

Pella, IA

Bellingham Capital

John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Retirement income strategy Debt management Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
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Connie M

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Connie Mc Cleary Geiger is a Series 65-licensed financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. Her prior roles include positions at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies supervised by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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Jacob O

Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Jacob Olson is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, Olson conducts market research surveys through Helical Research on a limited basis. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering services such as ERISA plan consulting, wealth management, and a wrap fee program. Investment oversight is managed by a CFA Chief Investment Officer who employs long-term, buy-and-hold strategies with periodic rebalancing and diversified use of mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
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Lindsay S

CFP®, Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Lindsay Stout is a CFP® with eight years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at multiple firms including Securities America, Inc., Movement Mortgage, and Community 1st Credit Union. Outside of her advisory role, she co-owns and operates a clothing boutique called The Funky Zebras in Pella, IA. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services such as ERISA retirement plan consulting and individual wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across a multi-office platform.

Founder/Business Owner Retired
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Megan H

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Megan Holland is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Pigott for eleven years. Outside of her advisory role, she is the owner of B&M Holland, LLC, an unused business venture, and is a licensed insurance agent offering life, health, and disability insurance in Iowa. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services such as retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with quarterly monitoring led by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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Wendy S

PFS™

Pella, IA

Cetera Planning Partners

Wendy Sims is a PFS™-designated advisor at Cetera Planning Partners with 27 years of industry experience. Prior to joining Cetera in 2026, she worked at Honkamp Krueger Financial Services for 21 years and has been a shareholder and accountant at Schuring & Uitermarkt, a regional CPA firm, since 1982. She serves on the board of directors for both Leighton Investment Company, a bank holding company, and the Pella Regional Health Center Foundation. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm employs a diversified, mutual fund- and ETF-based investment approach tailored to clients’ objectives and risk tolerance, supported by affiliated broker-dealer and custodial resources within the larger Cetera network.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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