Elizabeth Fugenschuh, financial advisor Albert Lea MN

Elizabeth Fugenschuh

CRD Number: 5464577
Current Firm: Intellicents Investment Solutions Inc.

Elizabeth Fugenschuh (CRD# 5464577) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 13 years of experience in the finance industry. Elizabeth Fugenschuh 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.

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Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Mar 2019 - Current 5
Intellicents Elevation LLC Golden, CO Feb 2019 - Current 5
Unemployed Golden, CO Sep 2018 - Jan 2019 < 1
Asset Solutions Inc. Littleton, CO Dec 2007 - Aug 2018 10
Geneos Wealth Management Littleton, CO Dec 2007 - Aug 2018 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Elizabeth A. Fugenschuh
Phone Number: 507-377-2919
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    5,068
    MILLIONS
  • Total Number of Accounts
    3,031
    ACCOUNTS
  • Average Account Value
    $1,671,984
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

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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