Bryan Allen Sarff

CFP

Intellicents Investment Solutions INC

20 Years of Experience

2 DisclosuresMay Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Intellicents Investment Solutions INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

6,093 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$7.4B

Fee Structure

Location

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

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2008

Denied

Criminal

December 1995

Final Disposition

View Full SEC Report How to Read Disclosures

Other 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.