Matthew Reed Walter
Investment adviser representative at Intellicents Investment Solutions Inc
13 yearsExperience
1 stateRegistered in
$9.9BFirm assets
30 yearsFirm in business
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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
13 years in the industry.
- Intellicents Investment Solutions IncJun 2026 to now
- Mutual Securities, Inc.Jun 2026 to now
- Global Retirement Partners, LLCJul 2023 to Jun 2026
- LPL Financial LLCJul 2022 to Jun 2026
- Ck Consulting Inc.Feb 2020 to Jul 2022
- Wichita State UniversityAug 2019 to Dec 2020
- Carson BankJul 2019 to Jan 2020
- Butler Community CollegeAug 2017 to May 2019
- Unemployed/studentMay 2017 to Aug 2017
- Andover Central High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7599865
- Firm CRD
- 107498