Matthew Joel Twedt

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

• 06/2007 → 04/2018
  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
• 04/2018 → Present
  Mutual Securities Inc
  Camarillo, CA
• 04/2018 → Present
  Intellicents Investment Solutions Inc
  Alberta Lea, MN
• 06/2008 → Present
  Independent Insurance Agent
  Lake Mills, IA
• 04/2018 → 01/2020
  Twedt Financial Services
  Lake Mills, IA

Previous Registrations

• 2008-09-08 → 2018-04-03
  Securian Financial Services, Inc.
  Lake Mills, IA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-27

Designations

• Certified Financial Planner