Matthew David Palmer

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

• 10/2011 → 05/2018
  Unemployed/Student
  Albert Lea, MN
• 05/2018 → Present
  Rooftop Inspections
  Albert Lea, MN
• 10/2021 → Present
  Intellicents Investment Solutions, Inc.
  Albert Lea, MN

Other Businesses

Name of Business: Rooftop Inspections; Not investment related; PO Box 1033, Albert Lea, MN 56007; Roofing inspections; Co-Owner; Started: 05/2018; Approximately 5 hours per month dedicated; 0 hours during securities trading hours; Inspecting rooftops. Name of Business: Crossfit Innerdrive ; Not investment related; 2610 Yh Hanson Ave, Albert Lea, MN 56007; Crossfit Coach, leading and instructing other members in class/workout setting. Started 10/11/2021 : Approximately 12 hours per month; 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-07

Other Names

• Matt Palmer