Joel Twedt (CRD# 1995644) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 34 years of experience in the finance industry.
CRD# 6323477
Lpl Financial LLC
CRD# 1306576
Intellicents Investment Solutions Inc.
CRD# 4433085
Intellicents Investment Solutions Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities | Camarillo, CA | Apr 2018 - Current | 6 |
| Intellicents Investment Solutions Inc. | Albert Lea, MN | Apr 2018 - Current | 6 |
| Independent Insurance Agent | Lake Mills, IA | Jun 1980 - Current | 43 |
| Twedt Financial Services, Inc. | Lake Mills, IA | Jan 1980 - Jan 2020 | 40 |
| Securian Financial Services, Inc. | St. Paul, MN | Jul 1991 - Apr 2018 | 26 |
| Minnesota Life Insurance Company | St. Paul, MN | Jun 1986 - Apr 2018 | 31 |
| Securian Advisors Of Iowa Inc. | West Des Moines, IA | Jun 1986 - Apr 2018 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
- IA
- MN
-
Total Assets Under Management6,010MILLIONS
-
Total Number of Accounts4,381ACCOUNTS
-
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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