David Busselman (CRD# 4845842) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 19 years of experience in the finance industry. David Busselman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1306576
Intellicents Investment Solutions Inc.
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 5853221
Intellicents Investment Solutions Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Aug 2018 - Current | 5 |
| Intellicents Investment Solutions Inc. | Albert Lea, MN | Aug 2016 - Current | 7 |
| Cetera Advisors | Denver, CO | Dec 2016 - Aug 2018 | 1 |
| Charles Schwab & Company, Inc. | St. Paul, MN | Feb 2015 - Aug 2016 | 1 |
| Charles Schwab Bank | St. Paul, MN | Feb 2015 - Aug 2016 | 1 |
| Strategic Advisers, Inc. | St Paul, MN | Jul 2013 - Jan 2015 | 1 |
| Fidelity Investments | Westlake, TX | Jun 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- MN
- TX
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Total Assets Under Management6,010MILLIONS
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Total Number of Accounts4,381ACCOUNTS
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Average Account Value$1,371,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AR, AZ, CA, CO, FL, IA, IL, KS, MI, MN, MO, NE, NH, NJ, NY, OH, OK, OR, SD, TN, TX, WA, WI
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