Lynn Kermes (CRD# 5146636) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 17 years of experience in the finance industry.
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 | Jun 2006 - Current | 17 |
| Cetera Advisors LLC | Denver, CO | Oct 2016 - Aug 2018 | 1 |
| Investors Capital Corporation LLC | Lynnfield, MA | Jan 2016 - Oct 2016 | < 1 |
| Intellicents Inc. | Albert Lea, MN | May 2006 - Oct 2016 | 10 |
| Lpl Financial LLC | Albert Lea, MN | Sep 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- MN
-
Total Assets Under Management6,010MILLIONS
-
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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