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Kayla Foltmer

Intellicents Investment Solutions Inc.

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About Kayla Foltmer

Kayla Foltmer is an investment advisor representative for Intellicents Investment Solutions Inc., located in Southlake, TX. Kayla has over 15 years of experience in the financial services industry. Kayla has a Series 7, 63, and 66 license and specializes in providing investment advice and financial planning services to individuals, families, and businesses. Kayla works with a variety of clients, including high-net-worth individuals, pension plans, and individuals other than high-net-worth.

Firm Information

Kayla Foltmer 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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Kayla Foltmer’s Registration & Firm History

TX

09/07/2021 - Present

Intellicents Investment Solutions Inc. (Southlake TX)

TX

04/30/2021 - 08/11/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)

TX

04/29/2015 - 07/21/2016

COMERICA SECURITIES (DALLAS TX)

TX

08/23/2007 - 04/16/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 02/05/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Kayla Foltmer. Review regulatory record here.
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