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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-22 |
| IA | RA | APPROVED | 2018-04-05 |
| MN | RA | APPROVED | 2018-04-05 |
Branch Locations
402 Main Street W, Lake Mills, IA 50450 • United States
100 North Broadway, Albert Lea, MN 56007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 06/2007 | 04/2018 |
| Minnesota Life | St. Paul | MN | 06/2007 | 04/2018 |
| Securian Advisors Midamerica | Lake Mills | IA | 06/2007 | 04/2018 |
| Mutual Securities Inc | Camarillo | CA | 04/2018 | Present |
| Intellicents Investment Solutions Inc | Alberta Lea | MN | 04/2018 | Present |
| Independent Insurance Agent | Lake Mills | IA | 06/2008 | Present |
| Twedt Financial Services | Lake Mills | IA | 04/2018 | 01/2020 |
1. Intellicents Investment Solutions, Inc., Corporation, Start Date: 01/01/2020, 100 N. Broadway Ave, Albert Lea, MN 56007, LLC, RIA, President of Personal Financial Management, This is the RIA for our investment advisory business, currently have a small salary for the role as President of Personal Financial Management, Investment Related, 60 Hours per month, 2 Hours per day during trading hours. 2. IISTFS, LLC., Start Date: 02/28/2019, 201 Lloyd Place, Albert Lea, MN 56007, Pass through entity, President, This is a pass through entity. As of 01/01/2020 iistfs, llc owns 10% of intellicents, Inc. and intellicents Investment solutions, inc., Investment Related, 0 hours per month, 0 hours per day during trading hours. 3. Intellicents, Inc., Start Date: 01/01/2020, 100 N. Broadway, Albert Lea, MN 56007, C Corporation, Parent Company for Intellicents Investment solutions; Administrative Entity, Partial Owner and President, President of Personal Financial Management, oversee day to day operations of parent company, Not Investment Related, 210 Hours per month, 7 Hours per day during trading hours. 4. Insurance, Start date: 7/1/2008, 100 N Broadway, Albert Lea, MN 56007, Independent, Insurance, Licensed Insurance Agent, When client's need Life/Health/Disability insurance, I will sell them the necessary product to suit their needs, Investment Related, 8 hours per month, .5 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-27 |
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