intellicents

review the intellicents adv part 2b brochure supplement and disclosure information for investment adviser representatives and advisory services.

business exit planning and succession strategies designed to support owners in aligning business transitions with long-term financial planning goals.

employee benefits, group insurance, and retirement plan consulting designed to help employers manage complexity, control costs, and support their workforce over time.

pooled employer plan (pep) solutions designed to help employers reduce administrative complexity, share responsibilities, and support employee retirement outcomes.

explore financial planning insights, articles, and perspectives designed to help individuals, families, and organizations make informed financial decisions.

explore financial planning resources, tools, and educational content designed to support budgeting, saving, investing, and long-term financial decision-making.

Intellisteps offers financial planning resources, including educational videos, webinars, and personalized tools, to help users manage their financial plans.

join financial planning webinars focused on retirement, investing behavior, and practical strategies to help individuals and families make informed financial decisions.

ALBERT LEA, MINN.— May 8 —intellicents Financial Consultants Jeff Belton and Tom A. Krusic have been named finalists for the 2026 Retirement Plan Adviser of the Year Awards in the Closing the Coverage Gap — MEPs/PEPs category, presented by PLANADVISER.

Intellicents, an employee-owned firm, offers career opportunities in financial planning, wealth management, and financial services.

Brent leads the finance function at intellicents, with a focus on financial clarity, stronger processes and the continued growth of the firm.

Hope supports individuals and families in making financial decisions through personalized planning focused on goals, values, and priorities. Her services include comprehensive, retirement, tax, and risk management planning.

Jacob provides financial planning for individuals, families, business owners, and executives to align their finances with their goals. He also helps employers enhance workplace benefits, particularly retirement plans for employees.

Jimmy assists employers in designing and administering retirement plans that benefit both businesses and employees. He advises on plan strategy, fiduciary duties, investments, benchmarking, and participant education, while collaborating with intellicents’ wealth managers to provide personalized financial planning for clients and participants.

learn about intellicents, an independent, employee-owned financial advisory firm providing financial planning, retirement consulting, wealth management, and employee benefits services.

Intellicents operates office locations across the United States, providing financial planning, wealth management, and retirement support.

connect with the intellicents team to learn more about financial planning, wealth management, and retirement strategy for individuals, families, and organizations.

financial planning, wealth management, and retirement strategy designed to support individuals, families, and organizations at every stage.

review information about industry awards, recognitions, and related disclosures for intellicents.