Intellicents Investment Solutions Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 107498
- SEC number
- 801-51382
- Firm type
- RIA
- Assets under management
- $9.9B as of Jun 1, 2026
- Website
- www.linkedin.com/company/intellicentspersonalcfo ↗
- Phone
- 507-377-2919
- Address
- 100 North Broadway, Albert Lea, MN, 56007
Advisors at this firm
53 in our index · page 1 of 2
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Bradley Kent ArendsCRD 1306576 · Albert Lea, MNIA RegisteredRegistration inactive
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Grant Stephen ArendsCRD 2128767 · Overland Park, KSIA RegisteredRegistration inactive
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David Keith ArndtCRD 4433085 · Lake Mills, IAIA RegisteredRegistration inactive
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Kevin Daniel AtnipCRD 5881848 · Albert Lea, MNIA RegisteredBroker
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Nicholas Edward AustinCRD 5853221 · Albert Lea, MNIA RegisteredRegistration inactive
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Jeffrey Matthew BeltonCRD 4879744 · Southlake, TXIA RegisteredRegistration inactive
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Brandon Thomas BuddCRD 5891002 · Overland Park, KSIA RegisteredRegistration inactive
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Kenneth Eugene BurkheadCRD 6426699 · Overland Park, KSIA Registered
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David John BusselmanCRD 4845842 · Eden Prairie, MNIA RegisteredBroker
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Jonathan Richard DugganCRD 4489592 · Alpharetta, GAIA RegisteredRegistration inactive
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Paul Shaughnessy DugganCRD 1135600 · Lakewood Ranch, FLIA RegisteredBrokerDisclosure event(s) on record
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Kevin Earl DulitzCRD 2185469 · Albert Lea, MNIA RegisteredRegistration inactive
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Elizabeth DugganCRD 7594286 · St. Petersburg, FLIA RegisteredRegistration inactive
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Peter Christopher DugganCRD 7828666 · Maitland, FLIA RegisteredRegistration inactive
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Joseph Robert EichmannCRD 6531545 · Southlake, TXIA RegisteredRegistration inactive
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Benjamin Rives EastersCRD 8043586 · Overland Park, KSIA Registered
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Elizabeth A FugenschuhCRD 5464577 · Golden, COIA RegisteredBroker
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Jared Douglas GoforthCRD 6186665 · Albert Lea, MNIA Registered
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Daniel Allen HammCRD 6368271 · Lawrence, KSIA RegisteredBroker
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Misael Neftali Herrera GranadosCRD 7355431 · Overland Park, KSIA Registered
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Megan Elizabeth HollandCRD 7558018 · Pella, IAIA Registered
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Nicholas Ian HolmesCRD 5334025 · Golden, COIA RegisteredBroker
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David Mark IversonCRD 1777207 · Lake Mills, IAIA RegisteredRegistration inactive
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Lynn Allen KermesCRD 5146636 · Albert Lea, MNIA RegisteredRegistration inactive
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Craig Stephen KorolCRD 2554120 · Wichita, KSIA RegisteredBroker
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Petros Panayotis KoumantarosCRD 6965127 · Tacoma, WAIA Registered
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Isaac William LetschCRD 7404407 · Lawrence, KSIA RegisteredBroker
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Nicholas Robert MadlCRD 5901680 · Overland Park, KSIA RegisteredRegistration inactive
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Kevin Eugene MahoneyCRD 2953706 · Austin, TXIA Registered
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Robert Paul MastelCRD 6099710 · Fargo, NDIA Registered
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Samuel Joel MathesonCRD 6403147 · Albert Lea, MNIA Registered
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Kyle Joseph NelsonCRD 6719931 · Albert Lea, MNIA Registered
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Jacob Thomas OlsonCRD 7962582 · Pella, IAIA RegisteredRegistration inactive
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Brian Thomas PaulsenCRD 6329272 · Overland Park, KSIA Registered
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Jonathan PerrinCRD 6910105 · Overland Park, KSIA Registered
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Matthew David PalmerCRD 7467412 · Albert Lea, MNIA Registered
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Devin Larry ReimerCRD 4909998 · Pella, IAIA RegisteredBroker
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Cathy Ann ReinhardtCRD 1138937 · Lawrence, KSIA RegisteredBrokerDisclosure event(s) on record
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Bryan Allen SarffCRD 4718059 · Overland Park, KSIA RegisteredDisclosure event(s) on record
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Tyler Edward SchultzCRD 5762290 · Wichita, KSIA RegisteredBrokerDisclosure event(s) on record
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Amanda Dawn ScottCRD 5580331 · Overland Park, KSIA RegisteredRegistration inactive
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Amanda Marie SmithCRD 6323181 · Albert Lea, MNIA RegisteredBroker
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Matthew Louis StayCRD 7434496 · Lake Mills, IAIA RegisteredBroker
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Tolen Clement TeigenCRD 4559988 · Stockton, CAIA Registered
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Joel E TwedtCRD 1995644 · Lake Mills, IAIA RegisteredBroker
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Matthew Joel TwedtCRD 5357620 · Lake Mills, IAIA RegisteredBroker
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Landon Vander LeestCRD 7492012 · Pella, IAIA RegisteredBroker
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Robin Kay VinkCRD 7659803 · Pella, IAIA Registered
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Matthew Reed WalterCRD 7599865 · Wichita, KSIA RegisteredBroker
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Brian Bertron WestemeyerCRD 1278255 · Overland Park, KSIA RegisteredRegistration inactive
1–50 of 53Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 107498 ↗
FINRA BrokerCheck record for firm CRD 107498 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.