Lawrence, KS Office

Team
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INTELLICENTS INVESTMENT SOLUTIONS INC logo

INTELLICENTS INVESTMENT SOLUTIONS INC

Multi-team

Firm-wide stats for INTELLICENTS INVESTMENT SOLUTIONS INC

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

Intellicents Investment Solutions Inc. serves retirement plan sponsors, third‑party administrators and HSA/VEBA account sponsors, as well as individual clients, charitable institutions, foundations and municipalities. Its services include ERISA 3(21) and 3(38) retirement plan consulting, HSA consulting, sub‑advisory arrangements, individual wealth management, and the intellivest™ wrap fee program.

Investment oversight is led by a Chief Investment Officer who is a CFA and emphasizes long‑term, buy‑and‑hold strategies with periodic rebalancing, quarterly monitoring, and use of mutual funds, ETFs and collective investment trusts. For individual clients the firm provides discretionary and non‑discretionary options, may engage unaffiliated sub‑advisers to manage portions of portfolios, and uses custodian‑provided digital platforms together with participant and client education.

Noteworthy aspects include its scale—about $9.92 billion in AUM and a multi‑office, 54‑advisor enterprise—and its integration with a group of affiliated benefits and insurance companies that jointly offer plan design and employee benefit services. The brochure also discloses an operational mix that is less common for peers: some representatives are registered with Mutual Securities, Inc. and may receive brokerage commissions, the firm operates a wrap program, and it distributes or receives periodicals/newsletters through custodial relationships.

Based on INTELLICENTS INVESTMENT SOLUTIONS INC

Occupation focus

Founder/Business Owner Retired

Based on INTELLICENTS INVESTMENT SOLUTIONS INC

Location

211 East 8th St, Suite E

Lawrence KS 66044

Advisors at this office

4

Advisors at this office

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Cathy R

CFP®, Series 63

Lawrence, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Cathy Reinhardt is a CFP® with 43 years of industry experience, currently serving at Intellicents Investment Solutions Inc. She has held positions at Cambridge Investment Research and Mutual Securities, Inc., and operated her own financial services firm prior to joining Intellicents. In addition to her financial advisory work, she maintains a legal practice and serves as a trustee for the Kansas University Endowment Association. Intellicents Investment Solutions serves retirement plan sponsors, administrators, individual clients, and various institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm’s investment approach is led by a CFA Chief Investment Officer who emphasizes long-term, buy-and-hold strategies with periodic rebalancing and utilizes mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
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Angelina S

CFP®, Series 65, Series 63

Lawrence, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Angelina Schuman is a CFP®-certified financial advisor with two years of industry experience. She is affiliated with Intellicents Investment Solutions Inc and Mutual Securities, Inc., having previously worked at Aspyre Wealth Partners and J.P. Morgan Securities LLC. Outside of her advisory roles, she was involved with Liquidbread Brewing Company LLC. Intellicents Investment Solutions Inc serves retirement plan sponsors, third-party administrators, and individual clients, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach guided by a CFA-equipped Chief Investment Officer and manages approximately $9.92 billion in assets.

Founder/Business Owner Retired
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Isaac L

Series 66

Lawrence, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Isaac Letsch is a financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Mutual Securities, Inc., Central Bank, and Edward Jones. Prior to his financial career, he was employed at Panda Express and Liberty High School. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with periodic rebalancing and offers both discretionary and non-discretionary options for individual clients.

Founder/Business Owner Retired
user avatar

Daniel H

CFP®, Series 63

Lawrence, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Daniel Hamm is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Intellicents Investment Solutions Inc. and Mutual Securities, Inc., and has held prior roles at Frontier Wealth Management, American Century Investments, and Creative Planning. In addition to his advisory work, Hamm is a licensed insurance agent providing life, health, and disability insurance as needed. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, individual clients, charitable institutions, foundations, and municipalities, offering services such as retirement plan consulting, HSA consulting, and individual wealth management. The firm’s investment approach is led by a CFA-designated Chief Investment Officer focusing on long-term buy-and-hold strategies with periodic rebalancing, using mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
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