Paul Wick

Chief Investment Officer at intellicents - Albert Lea, MN, US

Paul Wick's Colleagues at intellicents
Nick Ayre

Director of Athlete Management

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Kayla Foltmer

Relationship Manager - Retirement Plans

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Scott Wightman

Chief Investment Officer

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Kyle Nelson

Relationship Manager

Contact Kyle Nelson

Jared Goforth

Relationship Manager - Retirement Division

Contact Jared Goforth

Amy Hanke

Accounting Specialist

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Paul Wick's Contact Details
HQ
800-880-4015
Location
Eden Prairie,Minnesota,United States
Company
intellicents
Paul Wick's Company Details
intellicents logo, intellicents contact details

intellicents

Albert Lea, MN, US • 100 - 249 Employees
Financial Services

intellicents was founded by rebranding a 42-year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents' passion is to also help the 99% that compose the core of the American workforce. They most likely are your next-door neighbors, the parents of your kid's friends that you sit next to at high school sporting events, your fishing buddy, members of your church, your golf or bowling partners, and your book club. But just think about it…these typical American workers gets the vast majority of their financial needs taken care of at their place of employment:>Their income>Their retirement plan, most likely a 401(k) or 403(b)>Health, dental, vision, disability, and life insurance benefits>Health Savings Accounts and Medical Reimbursement flex plans>Dependent care>Voluntary benefits including identity theft, critical illness, and accident coverageThe decision support matrix of these benefits is converging, necessitating ONE RESOURCE for all your employees' questions. And these are no longer just benefits questions, but rather they are financial planning issues.The wealth management industry is addressing these issues for owners, upper management, and the affluent. But this same industry acknowledges that they have little time or interest in providing this service for the 99% of Americans that they openly refer to as "the underserved."Towards this end, intellicents has put together a growing team of professionals to provide four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams REAL.

Retirement Consulting Retirement Advisory Health & Welfare Benefits Group & Voluntary Benefits Ancillary Benefits Benefit Education Wellness Programs FSA HSA HRA VEBA Fiduciary Guidance Investment Due Diligence Compliance/Regulatory Support Health & Welfare Benefits Group & Voluntary Benefits Financial Planning Financial Wellness Wealth Management Health & Welfare Benefits Group & Voluntary Benefits
Details about intellicents
Frequently Asked Questions about Paul Wick
Paul Wick currently works for intellicents.
Paul Wick's role at intellicents is Chief Investment Officer.
Paul Wick's email address is ***@intellicents.com. To view Paul Wick's full email address, please signup to ConnectPlex.
Paul Wick works in the Financial Services industry.
Paul Wick's colleagues at intellicents are Nick Ayre, Kayla Foltmer, Scott Wightman, Kyle Nelson, Jared Goforth, Sam Matheson, Amy Hanke and others.
Paul Wick's phone number is 800-880-4015
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