Samuel Matheson, financial advisor Albert Lea MN
90 score

Samuel Matheson

CRD 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.

Similar Advisors
Danny Panzer, financial advisor Albert Lea MN
Danny W. Panzer
CRD# 2579766
Ameriprise Financial Services, Inc.
Similar Advisors
Bradley Arends, financial advisor Albert Lea MN
Bradley K. Arends
CRD# 1306576
Intellicents Investment Solutions Inc.
Similar Advisors
David Arndt, financial advisor Albert Lea MN
David K. Arndt
CRD# 4433085
Securian Financial Services, Inc.
Company Name Location Dates Years
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
Contact Info for Samuel J. Matheson
Phone Number: 507-377-2919
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.