GA
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Grant Arends

34 Years of Experience
Overland Park, KS
May Earn Commission

Grant Arends is a registered investment advisor at Intellicents Investment Solutions INC, based in Overland Park, KS, with 34 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7101 College Blvd Suite 620, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Grant is the President of Retirement Services at Intellicents, Inc., the parent company for Intellicents Investment Solutions, since 2016. This involves retirement planning/investing consulting and business management and production, taking nearly full-time hours.

Employment History
Current Registrations
Intellicents Investment Solutions INC
February 2000 - Present · 26 yrs 3 mos
Previous Registrations
Cetera Advisors LLCBroker
October 2016 - August 2018 · 1 yr 10 mos
Investors Capital CORP.Broker
January 2016 - October 2016 · 9 mos
LPL Financial LLCBroker
September 2013 - December 2015 · 2 yrs 3 mos
NFP Securities, INC.Broker
April 1998 - October 2013 · 15 yrs 6 mos
Fortis Investors, INC.Broker
July 1991 - April 1998 · 6 yrs 9 mos
Oak Brook Securities CORP.Broker
April 1991 - August 1991 · 4 mos
State Registrations3 states
COKSMO
Advisor

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.

Exams
No exam information available for this advisor.
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