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Current Employers
Intellicents Investment Solutions Inc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-08-25
  • MN RA
    APPROVED
    Since 2023-08-25

Branch Locations

100 North Broadway, Albert Lea, MN 56007 • 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
Scottrade Houston TX 06/2014 03/2018
Frandsen Bank & Trust New Ulm MN 01/2019 08/2023
Intellicents Investment Solutions, Inc. Albert Lea MN 07/2023 Present
Unemployed Tomball TX 04/2018 12/2018
Mutual Securities, Inc. Camarillo CA 04/2024 Present
  • 06/2014 → 03/2018
    Scottrade
    Houston, TX
  • 01/2019 → 08/2023
    Frandsen Bank & Trust
    New Ulm, MN
  • 07/2023 → Present
    Albert Lea, MN
  • 04/2018 → 12/2018
    Unemployed
    Tomball, TX
  • 04/2024 → Present
    Mutual Securities, Inc.
    Camarillo, CA
Previous Registrations
  • 2017-04-04 → 2018-03-08
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

1. Intellicents Investment Solutions, Inc., Start Date: 08/14/2023, 100 N Broadway Ave, Albert Lea, MN 56007, Corporation, RIA, Financial Consultant, I am an Advisor for Intellicents, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. New Ulm County Club, Start Date: 11/2020, 1 Golf Drive, New Ulm, MN 56073, Corporation, Board of Directors, Board Member, I am on the Board of Directors for the country Club, We meet monthly to discuss the Country Club, we discuss staffing, operations, and monthly financials for the club, Not Investment Related, 1 Hour per month, 0 hours per day during trading hours. 3. Insurance Agent, Start Date: 09/01/2023, Insurance Agent, When Client's need Life, Health, Disability Insurance, I will sell them necessary products to suit their needs, Investment Related, 8 Hours per month, .5 Hours per day during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-16
S65 Uniform Investment Adviser Law Examination 2023-08-25
S66 Uniform Combined State Law Examination 2017-04-04
  • S63 Uniform Securities Agent State Law Examination
    2025-05-16
  • S65 Uniform Investment Adviser Law Examination
    2023-08-25
  • S66 Uniform Combined State Law Examination
    2017-04-04
Designations

View on SEC IAPD

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