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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Sarff is an investment advisor representative with Intellicents Investment Solutions Inc. Bryan has been in the financial industry for over 15 years. Bryan has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Bryan is a CERTIFIED FINANCIAL PLANNER™ professional. Bryan is committed to providing his clients with personalized financial advice and guidance. Bryan holds licenses in both Kansas and Texas. Bryan has been with Intellicents since January 2024. Before joining Intellicents, Bryan was with Purshe Kaplan Sterling Investments, ING Financial Partners, Inc., and Waddell & Reed, Inc.
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
01/03/2024 - Present
Intellicents Investment Solutions Inc. (Overland Park KS)
KS
07/16/2013 - 01/04/2016
PURSHE KAPLAN STERLING INVESTMENTS (OVERLAND PARK KS)
KS
10/07/2010 - 07/22/2013
ING FINANCIAL PARTNERS, INC. (OVERLAND PARK KS)
KS
06/30/2009 - 10/14/2010
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
04/27/2007 - 04/04/2008
NATIONAL PLANNING CORPORATION (LENEXA KS)
KS
01/01/2004 - 04/27/2007
ING FINANCIAL PARTNERS, INC. (LENEXA KS)
IA
11/14/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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