Brian Westemeyer
Brian Westemeyer is a registered investment advisor at Intellicents Investment Solutions INC, based in Overland Park, KS, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
7101 College Blvd. Suite 66210, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a senior consultant at Intellicents Investment Solutions, Inc. since 1986, working with clients and marketing insurance products, dedicating about a quarter of his time. He is also a part owner of Intellicents, Inc. and an independent insurance producer, but spends minimal time on these activities.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Mutual Securities, INC.Broker
Cetera Advisors LLCBroker
Investors Capital CORP.Broker
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Fortis Investors, INC.Broker
Princor Financial Services CorporationBroker
Monarch Securities, INC.Broker
Iri Securities CorporationBroker
Hartford Equity Sales Company INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.