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David Mark Iverson

Intellicents Investment Solutions Inc

Lake Mills, IA

Albert Lea, MN

CRD 1777207

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Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Intellicents Investment Solutions Inc

100 North Broadway, Albert Lea, MN 56007 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
IA RA APPROVED 2018-04-04
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IA RA
    APPROVED
    Since 2018-04-04

Branch Locations

402 Main Street W., Lake Mills, IA 50450 • United States

100 North Broadway, Albert Lea, MN 56007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services, Inc. St. Paul MN 08/1995 04/2018
Minnesota Life Insurance Co. St. Paul MN 08/1995 Present
D.K. Arndt Cpa Forrest City IA 12/2001 Present
Securian Advisors Of Iowa Inc Hiawatha IA 08/1995 Present
Intellicents Investment Solutions, Inc. Albert Lea MN 04/2018 Present
  • 08/1995 → 04/2018
    Securian Financial Services, Inc.
    St. Paul, MN
  • 08/1995 → Present
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 12/2001 → Present
    D.K. Arndt Cpa
    Forrest City, IA
  • 08/1995 → Present
    Securian Advisors Of Iowa Inc
    Hiawatha, IA
  • 04/2018 → Present
    Albert Lea, MN
Previous Registrations
  • 2002-11-04 → 2018-04-03
    Securian Financial Services, Inc.
    Lake Mills, IA
    Lake Mills, IA
  • 2001-05-04 → 2003-12-31
    Cauldwell Financial Group Inc
    Lake Mills, IA
Other Businesses

DK ARNDT CPA; INVESTMENT RELATED; FOREST CITY, IA; CPA FIRM; EMPLOYEE; 12/01-PRES; 160 HRS/MNTH; 160 TRADING HRS/MNTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-04
S63 Uniform Securities Agent State Law Examination 1987-12-11
  • S65 Uniform Investment Adviser Law Examination
    2000-12-04
  • S63 Uniform Securities Agent State Law Examination
    1987-12-11

View on SEC IAPD

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