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Intellicents Investment Solutions Inc CRD 107498
$9.92B regulatory AUM 92 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pella Community Schools | Pella | IA | 05/2019 | 08/2019 |
| City Of Pella | Pella | IA | 06/2019 | 12/2021 |
| Kreykes And Chaplin | Pella | IA | 05/2021 | 12/2021 |
| Intellicents Investment Solutions, Inc. | Pella | IA | 01/2022 | Present |
| Unemployed - Student | Pella | IA | 08/2010 | 05/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 03/2022 | Present |
1. Intellicents Investment Solutions, Inc., Start Date: 04/01/2020, 725 Main St., Pella, IA 50219, Corporation, RIA, Financial Consultant, General Administrative duties, prepare meeting documents for applicants, assist with application forms and help submit to companies, complete routine paperwork and documentation for location, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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