Connie Suzanne McCleary-Geiger
Investment Adviser Representative at Intellicents Investment Solutions Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Connie Suzanne McCleary-Geiger is an investment adviser representative with Intellicents Investment Solutions Inc in Pella, IA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- intellicents investment solutions, inc.Oct 2024 – no end date reportedPella, IA
- PentegraMay 2022 – Sep 2024White Plains, NY
- Economic Group Pension ServiceNov 2021 – May 2022New York, NY
- Bankers TrustJun 2015 – Sep 2021Des Moines, IA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Intellicents Investment Solutions Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- ERISA 3(21) Non-Discretionary - Retirement Plan0.85%
- ERISA 3(38) Discretionary - Retirement Plan1.20%
- HSA Consulting Services0.35%
- Individual Wealth Management1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 59
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Albert Lea, MN
- SEC file number:
- 801-51382
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Intellicents Investment Solutions Inc
Showing 12 of 59 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connie Suzanne McCleary-Geiger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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