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).
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Total Assets Under Management6,010MILLION
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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
Brian Westemeyer (CRD# 1278255) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Overland Park, KS and has over 37 years of experience in the finance industry.
Paul Wick (CRD# 2311828) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Eden Prairie, MN and has over 31 years of experience in the finance industry.
Scott Wightman (CRD# 6319852) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Overland Park, KS and has over 9 years of experience in the finance industry.
Jared Goforth (CRD# 6186665) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 4 years of experience in the finance industry.
Misael Herrera Granados (CRD# 7355431) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.
Megan Holland (CRD# 7558018) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Pella, IA and has 1 year of experience in the finance industry.
Molly Magnuson (CRD# 6636216) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 2 years of experience in the finance industry.
Matthew Palmer (CRD# 7467412) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has 1 year of experience in the finance industry.
Amanda Smith (CRD# 6323181) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 8 years of experience in the finance industry.
Matthew Stay (CRD# 7434496) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 2 years of experience in the finance industry.