Network·Family Office
📍 ALBERT LEA, MN
SEC CRD #801-51382
--> financial planning, wealth management employee benefits | intellicents top of page Close Search get in touch get the whole story financial guidance that grows with you, from your first job to retirement and everything in between . “ We go beyond traditional financial management. At intellicents, we help American workers turn financial goals into real-life dreams through smarter advice, modern technology, and a people-first approach. intellicents mission smart, integrated financial solutions that support your work, your life, and what matters most what we do Comprehensive financial solutions designed for life and work. retirement plan consulting Beyond funds and fees we help secure your plan s future while empowering employees to reach theirs. insurance consulting Custom coverage strategies that protect what matters most without the annual juggle. wealth management Personalized planning for every chapter of life, built on a full-picture understanding of your goals. business success + exit planning From startup to succession, we help you grow with confidence and plan your next move. intellisteps worksite financial planning A simple, proven process that improves employee outcomes and builds financial confidence at work. learn more get in touch Our power lies in both: an expert team with heart and innovative tools that make managing money simpler than ever. people smarts Comprehensive financial solutions designed for life and work. smart tech about technology that works for y
NICHOLAS HOLMES
CHIEF COMPLIANCE OFFICER
📞 (507) 377-2919
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AUM
$7.4B
Check Size
$10M–$10M
Location
ALBERT LEA, MN
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