Intellicents Investment Solutions Inc.
Intellicents Investment Solutions Inc. (CRD# 107498) is a financial advisory firm headquartered in Albert Lea, MN. They manage $6,009,674,946 in 4,381 accounts and serve the financial needs of clients across 24 states (or territories).
-
Total Assets Under Management6,010MILLION
-
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
Jeffery Englin (CRD# 2797980) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 27 years of experience in the finance industry.
Kayla Foltmer (CRD# 5349151) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Southlake, TX and has over 16 years of experience in the finance industry.
Elizabeth Fugenschuh (CRD# 5464577) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 14 years of experience in the finance industry.
Nicholas Holmes (CRD# 5334025) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Golden, CO and has over 15 years of experience in the finance industry.
David Iverson (CRD# 1777207) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 36 years of experience in the finance industry.
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.
Petros Koumantaros (CRD# 6965127) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Tacoma, WA and has over 6 years of experience in the finance industry.
Thomas Krusic (CRD# 6661490) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Golden, CO and has over 7 years of experience in the finance industry.
Nicholas Madl (CRD# 5901680) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Overland Park, KS and has over 12 years of experience in the finance industry.
Samuel Matheson (CRD# 6403147) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 9 years of experience in the finance industry.