Matthew Twedt (CRD# 5357620) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 16 years of experience in the finance industry. Matthew Twedt 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.
CRD# 6323477
Lpl Financial LLC
CRD# 1306576
Intellicents Investment Solutions Inc.
CRD# 4433085
Intellicents Investment Solutions Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities Inc. | Camarillo, CA | Apr 2018 - Current | 6 |
| Intellicents Investment Solutions Inc. | Alberta Lea, MN | Apr 2018 - Current | 6 |
| Independent Insurance Agent | Lake Mills, IA | Jun 2008 - Current | 15 |
| Twedt Financial Services | Lake Mills, IA | Apr 2018 - Jan 2020 | 1 |
| Securian Financial Services Inc. | St. Paul, MN | Jun 2007 - Apr 2018 | 10 |
| Minnesota Life | St. Paul, MN | Jun 2007 - Apr 2018 | 10 |
| Securian Advisors Midamerica | Lake Mills, IA | Jun 2007 - Apr 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- IA
- MN
- TX
-
Total Assets Under Management6,010MILLIONS
-
Total Number of Accounts4,381ACCOUNTS
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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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