Amanda Marie Smith

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

• 04/2014 → 04/2018
  Securian Advisors Midamerica
  Lake Mills, IA
• 07/2014 → 04/2018
  Securian Financial Services, Inc
  St Paul, MN
• 04/2018 → Present
  Mutual Securities
  Camarillo, CA
• 04/2014 → Present
  Twedt Financial Services
  Albert Lea, MN

Other Businesses

1. Intellicents Investment Solutions, Inc., Start Date: 01/01/2020, 100 N. Broadway, Albert Lea, MN 56007, C Corp, Registered Investment Adviser, Client Service Specialist, General administrative duties, Prepare meeting documents, applications, forms and help submit to companies, Completes routine compliance paperwork and documentation for location, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-30
• S63 Uniform Securities Agent State Law Examination
  2015-07-20

Other Names

• Mandee Smith
• Amanda (Mandee) Austin