Samuel Joel Matheson

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:

Current Employers

Intellicents Investment Solutions Inc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2017-06-23

MN RA
APPROVED

Since 2017-06-23

Branch Locations

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

Organization	City	State	From	To
Ministry Of Education, Culture And Sport	San Asensio		09/2016	05/2017
Intellicents Investment Solutions Inc	Albert Lea	MN	06/2017	Present

09/2016 → 05/2017

Ministry Of Education, Culture And Sport

San Asensio
06/2017 → Present

Intellicents Investment Solutions Inc

Albert Lea, MN

Previous Registrations

2014-11-18 → 2016-08-25

Intellicents Investment Solutions Inc

Albert Lea, MN

Other Businesses

1. intellicents investment solutions, Inc. 100 North Broadway, Albert Lea, MN 56007. Licensed Insurance Agent, client needs Life/Accident/Health Insurance, provide options in financial plan. Start date:4/1/2020, 4 hours per month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-11-18

S65 Uniform Investment Adviser Law Examination

2014-11-18

Designations

Certified Financial Planner

Other Names

Samuel Matheson
Sam Matheson

View on SEC IAPD