Brian Thomas Paulsen

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

• 11/2014 → 12/2016
  Trueinsurance.LIfe
  Overland Park, KS
• 06/2015 → 03/2024
  True Wealth & Company Llc
  Overland Park, KS
• 09/2023 → 12/2023
  True Exit Solutions
  Overland Park, KS
• 01/2024 → Present
  Intellicents Investment Solutions, Inc.
  Overland Park, KS

Previous Registrations

• 2015-06-29 → 2024-03-29
  True Wealth & Company
  Overland Park, KS
  Overland Park, KS
• 2015-03-16 → 2015-07-02
  Research Financial Strategies
  Overland Park, KS
  Rockville, MD

Other Businesses

1) HPad, Inc; Advisory Board Member; Since 5/2022; 7852 E. Turquoise Trail, Bel Aire, KS 67226; Non-investment related; Ownership interest; Approximately 1 hour spent per month. 2) Owner; Paulsen Consulting, Inc; Since 02/2015; 7450 W 130th St, Suite 300, Overland Park, KS 66213; Investment related; Ownership interest; Approximately 1 hour spent per month. 3) Intellicents, inc., 100 N. Broadway Ave., Albert Lea, MN 56007. NOT Investment Related. Ownership interest - Part Owner of holding company for RIA. Since 01/2024. Approximately 1 hour spent per month outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-12