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Kenneth Eugene Burkhead

Intellicents Investment Solutions Inc.

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About Kenneth Eugene Burkhead

Kenneth Burkhead is an investment advisor representative with Intellicents Investment Solutions Inc. Kenneth has been in the industry since 2015 and holds Series 66, Series 7 and SIE licenses. Kenneth's experience includes roles at Purshe Kaplan Sterling Investments, True Wealth & Company LLC, and 2 Door, LLC. Kenneth is also a part-owner of the holding company for Intellicents Investment Solutions Inc. Kenneth's areas of specialization include portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Kenneth Burkhead 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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Kenneth Burkhead’s Registration & Firm History

KS

01/02/2024 - Present

Intellicents Investment Solutions Inc. (Overland Park KS)

KS

05/20/2015 - 11/09/2015

PURSHE KAPLAN STERLING INVESTMENTS (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 01/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Eugene Burkhead.
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