Kevin Daniel Atnip

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

• 06/2014 → 03/2018
  Scottrade
  Houston, TX
• 01/2019 → 08/2023
  Frandsen Bank & Trust
  New Ulm, MN
• 07/2023 → Present
  Intellicents Investment Solutions, Inc.
  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

• 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

• Certified Financial Planner