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Credentials
Series 65
Experience Industry experience
3 years
Location
Pella, IA 50219
INTELLICENTS INVESTMENT SOLUTIONS INC
Multi-team
Robin Vink is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding a Series 65 credential and three years of industry experience. He previously worked for Brown, Winick, Graves for 30 years before joining INTELLICENTS in 2021. Outside of his advisory role, he serves as Treasurer and Board Member for the Pella Food Shelf, a local nonprofit organization. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies led by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.
Based on INTELLICENTS INVESTMENT SOLUTIONS INC
Flat fees for selected services, client-specific and negotiable.
$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)
$100 to $450 per hour for selected services; financial planning up to $500 per hour.
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.
Pella, IA West Main Street
725 West Main Street
Pella IA 50219
Advisors at this office
1
Iowa
3 years of industry experience
INTELLICENTS
2021 - Present • 5 years
Pella, IA
Brown, Winick, Graves
1991 - 2021 • 30 years
Pella, IA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Clarinda, IA
Sagespring Wealth Partners
Duane Sturm is a financial advisor at SageSpring Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Raymond James Financial and Southwestern Investment Advisory Services. Sturm also operates as a landlord managing rental real estate properties. SageSpring Wealth Partners serves a diverse clientele including individual investors, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios using fundamental and technical analysis and provides access to third-party managers and outsourced CIO solutions.
CFP®, Series 66
Clarinda, IA
Sagespring Wealth Partners
Austin Gutknecht is a CFP® with four years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience including roles outside finance, such as coaching high school wrestling and participating in local political activities. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and uses both fundamental and technical analysis, combining multi-team scale with specialized institutional services.
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