Elizabeth A Fugenschuh
Investment adviser representative at Intellicents Investment Solutions Inc
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.9BFirm assets
Are you Elizabeth A Fugenschuh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Mutual Securities, Inc.Mar 2019 to now
- Intellicents Investment Solutions IncFeb 2019 to now
- Intellicents Elevation LLCFeb 2019 to now
- UnemployedSep 2018 to Jan 2019
- Asset Solutions IncDec 2007 to Aug 2018
- Geneos Wealth ManagementDec 2007 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5464577
- Firm CRD
- 107498