Tolen Clement Teigen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 11/2020
  Financial Decisions, Inc.
  Stockton, CA
• 07/2013 → 12/2024
  Western Associates, Inc. Dba Western Associates Insurance Servic
  Stockton, CA
• 10/2020 → 12/2024
  Findec Wealth Services, Inc.
  Stockton, CA
• 11/2020 → 12/2024
  Findec Wealth Services, Inc.
  Stockton, CA
• 12/2024 → Present
  Intellicents Investment Solutions Inc
  Albert Lea, MN

Previous Registrations

• 2021-01-11 → 2024-12-02
  Findec Wealth Services, Inc.
  Stockton, CA
  Stockton, CA
  Stockton, CA
• 2013-07-25 → 2021-04-23
  Financial Decisions, Inc.
  Stockton, CA
  Stockton, CA
• 2013-07-16 → 2013-07-16
  Financial Telesis Inc
  San Rafael, CA
  Stockton, CA
• 2007-02-16 → 2013-06-26
  Lpl Financial Llc
  San Diego, CA
• 2003-06-04 → 2007-12-31
  Marathon Advisors, Inc
  Albuquerque, NM

Exams

• S66 Uniform Combined State Law Examination
  2002-09-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Financial Analyst