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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Thomas Budd is an investment advisor representative with Intellicents Investment Solutions Inc. Brandon has been in the industry for over 10 years and has experience with several firms including Mutual Securities, Inc., Transamerica Capital, Inc. and Stancorp Equities, Inc. Brandon's areas of expertise include financial planning, portfolio management for businesses and individuals, and pension consulting. He is registered in Kansas and Missouri.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
05/08/2018 - Present
Intellicents Investment Solutions Inc. (OVERLAND PARK KS)
KS
08/17/2018 - 05/27/2020
MUTUAL SECURITIES, INC. (OVERLAND PARK KS)
CO
03/06/2017 - 05/07/2018
TRANSAMERICA CAPITAL, INC. (DENVER CO)
KS
09/10/2014 - 06/09/2016
STANCORP EQUITIES, INC. (Overland Park KS)
MO
07/17/2012 - 08/25/2014
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
PA
04/13/2011 - 06/18/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
IA
Issued 02/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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