Megan Elizabeth Holland

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

• 04/2022 → Present
  Intellicents Investment Solutions, Inc.
  Pella, IA
• 05/2011 → 04/2022
  Pigott
  Des Moines, IA

Other Businesses

1. B&M Holland, LLC; Not investment related; 3509 NW 15th St., Ankeny, IA 50023; LLC created for business ventures, never used; Owner; Started 8/19/2019; 0 hours per month; 0 hours during trading hours; Owner Duties. 2. Insurance, Start Date: 12/07/2022, 725 Main Street, Pella, Iowa 50219, Independent, Insurance, Licensed Insurance Agent, When client's need Iowa Life/Health/Disability Insurance, I will sell them the necessary insurance needed, Investment Related, 3 Hours per month, .0025 hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-11

Other Names

• Megan Elizabeth Romanelli