Samuel MathesonCRD Number: 6403147
Current Firm: Intellicents Investment Solutions Inc.
Samuel Matheson (CRD# 6403147) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Intellicents Investment Solutions Inc.
Securian Financial Services, Inc.
|Intellicents Investment Solutions Inc.||Albert Lea, MN||Jun 2017 - Current||< 1|
|Ministry Of Education, Culture And Sport||San Asensio,||Sep 2016 - May 2017||< 1|
|Alliance Benefit Group Financial Services, Corp.||Albert Lea, MN||Jun 2014 - Aug 2016||2|
|Luther College||Decorah, IA||Sep 2010 - May 2014||3|
|Albert Lea High School||Albert Lea, MN||Sep 2004 - Aug 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management2,882MILLIONS
Total Number of Accounts295ACCOUNTS
Average Account Value$9,768,990
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
IA, KS, MN, MO, NE, SD, TX
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