Best Investors Account Sign in
Current Employers
Intellicents Investment Solutions Inc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-04-04
MN RA APPROVED 2018-04-04
  • IA RA
    APPROVED
    Since 2018-04-04
  • MN 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
Minnesota Life Insurance Co. St. Paul MN 06/1986 04/2018
Securian Advisors Of Iowa Inc West Des Moines IA 06/1986 04/2018
Securian Financial Services, Inc. St. Paul MN 07/1991 04/2018
Twedt Financial Services, Inc. Lake Mills IA 01/1980 01/2020
Mutual Securities Camarillo CA 04/2018 Present
Intellicents Investment Solutions Inc Albert Lea MN 04/2018 Present
Independent Insurance Agent Lake Mills IA 06/1980 Present
  • 06/1986 → 04/2018
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 06/1986 → 04/2018
    Securian Advisors Of Iowa Inc
    West Des Moines, IA
  • 07/1991 → 04/2018
    Securian Financial Services, Inc.
    St. Paul, MN
  • 01/1980 → 01/2020
    Twedt Financial Services, Inc.
    Lake Mills, IA
  • 04/2018 → Present
    Mutual Securities
    Camarillo, CA
  • 04/2018 → Present
    Albert Lea, MN
  • 06/1980 → Present
    Independent Insurance Agent
    Lake Mills, IA
Previous Registrations
  • 2002-10-10 → 2018-04-03
    Securian Financial Services, Inc.
    Lake Mills, IA
    Lake Mills, IA
  • 1999-01-18 → 2004-12-31
    Cauldwell Financial Group Inc
    Lake Mills, IA
Other Businesses

1. INTELLICENTS INVESTMENT SOLUTIONS, INC., CORPORATION, START DATE: 04/02/18, SUPERVISED FROM:100 NORTH BROADWAY AVE, ALBERT LEA, MN 56007, LOCATED AT: 402 WEST MAIN STREET, LAKE MILLS IA 50450, RIA, INVESTMENT ADVISOR, RECOMMEND MANAGED INVESTMENT SOLUTIONS TO CLIENTS THAT HAVE THE NEED, ALSO MARKET INSURANCE PRODUCTS SUCH AS LIFE, LTC, FIXED ANNUITIES, INVESTMENT RELATED, 140 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 2. Independent Insurance Agent, Start Date: 06/01/1980, 402 W Main St, Lake Mills, IA 50450, Sole Proprietor, Agent, Agent, Life, Disability, Long Term Care and Fixed Annuity service and sales, Health Insurance, receive renewal commissions from legacy small group policies no active new health sales, Not investment Related, 20 Hours per month, 1 Hour per day during trading hours. 3. Intellicents, Inc., Start Date: 01/01/2020, 100 N Broadway, Albert Lea, MN 56007, C Corporation, Patent Company for Intellicents Solutions; Administrative Entity, Part Owner, Parent Company operations entity, no specific duties related to such, Not Investment Related, 210 Hours per month, 7 Hours per day during trading hours. 4. JE Twedt FS, LLC., Start Date: 01/01/2020, 1486 Hartong Dr., Lansing, IA 52151, President, Pass through Entity President, this is a pass through entity as of 1/1/2020 JE Twedt LLC owns 10% of Intellicents, Inc and Intellicents Solutions, Inc., Investment Related, 0 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-12-11
  • S63 Uniform Securities Agent State Law Examination
    1989-12-11
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lake Mills, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor