Experience

INTELUS Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• President/Financial Advisor

  • Feb 2017 - Present

  INTELUS Wealth Management, LLC was founded by a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 1998. The team at INTELUS has multiple CFP® practitioners who are dedicated in assisting our clients in creating, building, and protecting their wealth. The team at INTELUS has over 36 years of combined experience in the financial planning industry. At INTELUS our first priority is to assist families in managing their Net Worth. We recognize everyone has… Show more INTELUS Wealth Management, LLC was founded by a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 1998. The team at INTELUS has multiple CFP® practitioners who are dedicated in assisting our clients in creating, building, and protecting their wealth. The team at INTELUS has over 36 years of combined experience in the financial planning industry. At INTELUS our first priority is to assist families in managing their Net Worth. We recognize everyone has different backgrounds, preferences, opportunities, personalities, priorities, and objectives. We are dedicated in assisting clients develop a long-term action plan. Also, we recognize wealth management is a continuous process and our goal is to review your progress at least annually. We adhere to the fiduciary standard of acting in our clients’ best interests while providing holistic financial planning and wealth management advice. This page is solely for informational purposes. No advice may be rendered unless a client service agreement is in place. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Level Four Advisory Services, a registered investment adviser. Level Four Advisory Services and INTELUS Wealth Management are separate entities from LPL Financial. I am registered to do business in the following states: Alabama, Florida, Georgia, Illinois, Maryland, Mississippi, North Carolina, New Jersey, New York, South Carolina, Texas, Virginia Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. CRPC conferred by College for Financial Planning. Show less INTELUS Wealth Management, LLC was founded by a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 1998. The team at INTELUS has multiple CFP® practitioners who are dedicated in assisting our clients in creating, building, and protecting their wealth. The team at INTELUS has over 36 years of combined experience in the financial planning industry. At INTELUS our first priority is to assist families in managing their Net Worth. We recognize everyone has… Show more INTELUS Wealth Management, LLC was founded by a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 1998. The team at INTELUS has multiple CFP® practitioners who are dedicated in assisting our clients in creating, building, and protecting their wealth. The team at INTELUS has over 36 years of combined experience in the financial planning industry. At INTELUS our first priority is to assist families in managing their Net Worth. We recognize everyone has different backgrounds, preferences, opportunities, personalities, priorities, and objectives. We are dedicated in assisting clients develop a long-term action plan. Also, we recognize wealth management is a continuous process and our goal is to review your progress at least annually. We adhere to the fiduciary standard of acting in our clients’ best interests while providing holistic financial planning and wealth management advice. This page is solely for informational purposes. No advice may be rendered unless a client service agreement is in place. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Level Four Advisory Services, a registered investment adviser. Level Four Advisory Services and INTELUS Wealth Management are separate entities from LPL Financial. I am registered to do business in the following states: Alabama, Florida, Georgia, Illinois, Maryland, Mississippi, North Carolina, New Jersey, New York, South Carolina, Texas, Virginia Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. CRPC conferred by College for Financial Planning. Show less


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