Bryan Sarff
Bryan Sarff is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Overland Park, KS, with 18 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 620, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Criminal
December 1995Other Business Activities
Bryan is the co-founder and director of myTrueHR, LLC, an HR consulting and services company, spending minimal time per month. He also has an ownership interest in Intellicents, Inc., a holding company for an RIA, dedicating minimal time per month outside of trading hours.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
True Wealth & Company
Research Financial Strategies
Ing Financial Partners, INC
Waddell & Reed, INC.
Ing Financial Partners, INC
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.