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.
CRD# 6323477
Lpl Financial LLC
CRD# 1306576
Intellicents Investment Solutions Inc.
CRD# 4433085
Intellicents Investment Solutions Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intellicents Investment Solutions, Inc. | Albert Lea, MN | Apr 2018 - Current | 6 |
| D.k. Arndt Cpa | Forrest City, IA | Dec 2001 - Current | 22 |
| Minnesota Life Insurance Company | St. Paul, MN | Aug 1995 - Current | 28 |
| Securian Advisors Of Iowa Inc. | Hiawatha, IA | Aug 1995 - Current | 28 |
| Securian Financial Services, Inc. | St. Paul, MN | Aug 1995 - Apr 2018 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
- 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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