BB
BB

Brandon Thomas Budd

13 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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

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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

Brandon is a financial consultant at Intellicents Investment Solutions, Inc., dedicating full-time hours to providing financial advice. He also serves as a board member/volunteer for Bags of Fun Kansas City and is the President of Retirement Services for iisBudd, LLC, which owns 5% of Intellicents, Inc.

Employment History
Current Registrations
Intellicents Investment Solutions INC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Mutual Securities, INC.Broker
August 2018 - May 2020 · 1 yr 9 mos
Transamerica Capital, INC.Broker
March 2017 - May 2018 · 1 yr 2 mos
Stancorp Investment Advisers, INC.
February 2016 - June 2016 · 4 mos
Stancorp Equities, INC.Broker
September 2014 - June 2016 · 1 yr 9 mos
American Century Investment Services INC.Broker
July 2012 - August 2014 · 2 yrs 1 mo
Hartford Life Distributors, LLCBroker
April 2011 - June 2012 · 1 yr 2 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.