Brandon Budd has been President of Retirement Services - Direct Owner of Intellicents Investment Solutions since January 2024, is a control person of the firm and directly owns between 5% and 10% of it. Brandon Budd studied at the University of Kansas.
Intellicents Investment Solutions Inc is an Albert Lea, MN firm with $9.92B under management, 8,280 clients and 48 advisers across 14 offices, as of its June 2026 filing.
Brandon Budd is President of Retirement Services of intellicents. He leads intellicents' efforts to support employers and their people through retirement plan design and education, and has been with the firm since 2018. He has held roles at Hartford Mutual Funds and American Century Investments and spent part of his career at The Standard and Transamerica Retirement Services.
Brandon Budd’s longest registration is the current one, 8 years at Intellicents Investment Solutions since 2018. Before joining Intellicents Investment Solutions in 2018, Brandon Budd was registered through Stancorp Investment Advisers, Inc.
- – present · 8 yearsOverland Park, KS · Adviser representative · Firm CRD 107498
- Stancorp Investment Advisers, Inc.– · under a yearOverland Park, KS · Adviser representative · Firm CRD 110228
Professional designations
Listed by Intellicents Investment Solutions
- AIF®
- RICP®
Investment adviser representative registrations
Brandon Budd is registered as an investment adviser representative in 2 states. Each was approved in May 2018.
- KansasSince 8 May 2018
- MissouriSince 8 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 April 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 April 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brandon Thomas Budd
- CRD
- 5891002
- Firm
- Intellicents Investment Solutions · CRD 107498
- Role
- President of Retirement Services - Direct Owner
- Office
- 7101 COLLEGE BLVD. SUITE 620, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- intellicents.com
Where does Brandon Budd work?
Brandon Budd has been President of Retirement Services - Direct Owner of Intellicents Investment Solutions Inc since January 2024, and is a control person of the firm.
Is Brandon Budd a financial advisor?
Yes. Brandon Budd has a current investment-adviser registration in Kansas and Missouri, through Intellicents Investment Solutions since May 2018.
How many years of experience does Brandon Budd have?
Brandon Budd has 14 years in the financial industry, since February 2012, across 2 adviser firms.
What exams has Brandon Budd passed?
Brandon Budd has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2011. FINRA credited Brandon Budd with the SIE, which began in October 2018.
Where did Brandon Budd work before Intellicents Investment Solutions?
Before Intellicents Investment Solutions, Brandon Budd was registered through Stancorp Investment Advisers, Inc., February 2016 to June 2016.
Where is Brandon Budd based?
Brandon Budd’s registered office is in Overland Park, KS.
Is Brandon Budd registered with FINRA?
No. Brandon Budd has no current broker registration.
How can I verify Brandon Budd’s record?
Search CRD 5891002 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Budd’s full registration record.
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