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Brian Thomas Paulsen

Intellicents Investment Solutions Inc.

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About Brian Thomas Paulsen

Brian Thomas Paulsen is an investment advisor representative with Intellicents Investment Solutions Inc., licensed in Kansas and Texas. Brian has been in the industry since 2014 and has experience with a variety of firms, including Purshe Kaplan Sterling Investments, True Wealth & Company LLC and IBM. Brian holds a Series 66, Series 7 and SIE license. Brian is a part owner of Intellicents, inc. Brian specializes in portfolio management for individuals and businesses, pension consulting, financial planning, and educational seminars. Brian also provides other advisory services such as publication of periodicals.

Firm Information

Brian Paulsen is currently registered with Intellicents Investment Solutions Inc.. Intellicents Investment Solutions Inc. is an investment advisor headquartered in Albert Lea, MN. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. The firm manages over $6 billion in assets, serving a diverse client base of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Intellicents Investment Solutions Inc.

100 NORTH BROADWAY

ALBERT LEA, MN 56007

$6.01B

Assets Under Management

368

Total Clients

49

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Paulsen’s Registration & Firm History

MN

01/03/2024 - Present

Intellicents Investment Solutions Inc. (ALBERT LEA MN)

KS

06/03/2014 - 11/09/2015

PURSHE KAPLAN STERLING INVESTMENTS (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 08/12/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Thomas Paulsen.
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