Misael Neftali Herrera Granados

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 06/2023
  Johnson County Clin- Trials
  Lenexa, KS
• 04/2021 → 03/2024
  True Wealth & Company Llc
  Overland Park, KS
• 01/2021 → 06/2022
  Southern New Hampshire University
  Manchester, NH
• 04/2019 → 05/2021
  Indian Hills Country Club
  Mission Hills, KS
• 03/2019 → 05/2019
  Advent Medical Center
  Overland Park, KS
• 08/2016 → 05/2019
  Johnson County Community College
  Overland Park, KS
• 05/2018 → 04/2019
  Home Depot
  Overland Park, KS
• 01/2018 → 05/2018
  Victory Chrysler Dodge Jeep Ram
  Kansas City, KS
• 10/2017 → 01/2018
  Ikea
  Merriam, KS
• 10/2017 → 01/2018
  J Luengo Insurance Advisors
  Overland Park, KS
• 06/2016 → 09/2017
  Linear Flooring & Remodeling
  Lenexa, KS
• 07/2021 → 12/2023
  True Wealth & Company Llc
  Overland Park, KS
• 01/2024 → Present
  Intellicents Investments Solutions, Inc.
  Overland Park, KS

Previous Registrations

• 2021-05-04 → 2024-03-29
  True Wealth & Company
  Overland Park, KS

Other Businesses

True Wealth & Company, LLC; yes, investment related; 7101 College Blvd, Suite 620, Overland Park, KS 66210; wealth management firm; financial consultant; 04/05/2021; 0 hours; 0 hours; duties include same as intellicents Turn the Page KC (TTPKC); not investment related; 107 W 9th St #211, Kansas City, MO 64105; Charitable Organization, non-profit; Outreach Committee Member; 07/01/2024; 3 hours per month; 0 hours during securities trading hours; Duties include part of outreach events

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-03

Other Names

• Misael Herrera
• Misael Granados