Unclaimed Profile

Brian Charles Frederick

INTRINSIC WEALTH COUNSEL, INC.·TEMPE, Arizona

SIE, Series 6, Series 7, Series 63, Series 66CFP ChFC20 years registeredINTRINSIC WEALTH COUNSEL, INC.

1255 W. RIO SALADO PKWY, TEMPE, AZ 85281CRD# 4217227Firm CRD# 105022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Charles Frederick · TEMPE, AZ

Registration

CRD #4217227 · INTRINSIC WEALTH COUNSEL, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTRINSIC WEALTH COUNSEL, INC.

BMO HARRIS FINANCIAL ADVISORS, INC

Sep 2019 – Jan 2021

SCOTTSDALE, AZ

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Sep 2018 – Jul 2019

Milwaukee, WI

LEARNVEST PLANNING SERVICES, LLC

Aug 2017 – Jun 2018

Scottsdale, AZ

INTRINSIC WEALTH COUNSEL, INC.

May 2015 – Apr 2017

TEMPE, AZ

STILLWATER FINANCIAL PARTNERS

Apr 2013 – Mar 2015

SCOTTSDALE, AZ

USAA FINANCIAL PLANNING SERVICES

Dec 2008 – Feb 2013

SCOTTSDALE, AZ

USAA INVESTMENT MANAGEMENT COMPANY

Sep 2007 – Dec 2008

PHOENIX, AZ

MONUMENT FINANCIAL PLANNING, LLC

Jun 2006 – Nov 2006

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · June 27, 2006

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

2002Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTRINSIC WEALTH COUNSEL, INC.

CRD 105022 · SEC 801-21151

AUM

$253M

Regulatory assets under management

Employees

664 client accounts

Services offered by INTRINSIC WEALTH COUNSEL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTRINSIC WEALTH COUNSEL, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Charles Frederick offer?

Brian Charles Frederick specializes in Financial Planning, Investment Management.

What are Brian Charles Frederick's credentials?

Brian Charles Frederick holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Charles Frederick located?

Brian Charles Frederick is based in TEMPE, Arizona, last registered with INTRINSIC WEALTH COUNSEL, INC..

How does Brian Charles Frederick charge for services?

Brian Charles Frederick's firm is compensated through percentage of aum, hourly charges, other: minimum retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTRINSIC WEALTH COUNSEL, INC.?

INTRINSIC WEALTH COUNSEL, INC. has approximately 8 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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