Joseph Robert Eichmann

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

• 07/2015 → 07/2017
  Minnesota Life Ins Co
  St Paul, MN
• 07/2015 → 07/2017
  Securian Financial Services, Inc
  St Paul, MN
• 07/2015 → 01/2017
  Gcg Financial, Inc.
  Deerfield, IL
• 08/2018 → 10/2019
  Triad Advisors
  Norcross, GA
• 01/2017 → 10/2019
  Alera Investment Advisors, Llc
  Dallas, TX
• 10/2019 → Present
  Virtus Llc
  Dallas, TX
• 03/2021 → Present
  Intellicents Investment Solutions Inc.
  Southlake, TX

Previous Registrations

• 2018-10-24 → 2019-10-15
  Alera Investment Advisors, Llc
  Dallas, TX
  Deerfield, IL
• 2015-10-14 → 2017-06-29
  Securian Financial Services, Inc.
  Deerfield, IL
  Chicago, IL

Other Businesses

intellicents investment solutions, inc. 330 Morrison Park Drive, Suite 130, Southlake, TX 76092. Licensed Agent, client need of Life/Accident/Health Insurance, provides options in financial planning process. Start date:3/1/2021.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-01

Other Names

• Joseph Eichmann
• Joey Robert Eichmann