intellicents
Kevin Dulitz has had a diverse work experience in the financial industry. Kevin started their career at Intellicents in 1991, where they began as a Consultant and later became the Vice President of Employee Benefits. In this role, they provided consulting services to Plan Sponsors, focusing on retirement plan design, vendor selection, investment management, employee education, healthcare, and group insurance. In April 2015, their responsibilities expanded to include the management of the firm's retirement and healthcare consulting services.
In 2013, Kevin moved on to work as a Registered Representative at LPL Financial until December 2015. Kevin then joined Cetera Advisors LLC in January 2016, where they served as a Registered Representative until October 2017. At Cetera Advisors LLC, they provided securities and investment advice through Intellicents Investment Solutions Inc., a registered investment advisor and separate entity from Cetera Advisors LLC.
Kevin Dulitz earned a Bachelor of Science (BS) degree in Finance, General from Minnesota State University, Mankato, completing their studies between 1987 and 1991. There is no information provided about any additional certifications obtained by Kevin Dulitz.
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intellicents
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. 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 coverage The 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. For our Terms and Conditions, please visit https://www.intellicents.com/linkedin-disclosure