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Robin Kay Vink

Intellicents Investment Solutions Inc

Pella, IA

Albert Lea, MN

CRD 7659803

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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

AuthorityCategoryStatusDate
IA RA APPROVED 2023-06-06
  • IA RA
    APPROVED
    Since 2023-06-06

Branch Locations

725 West Main Street, Pella, IA 50219 • United States

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
OrganizationCityStateFromTo
Brown, Winick, Graves Pella IA 10/1991 10/2021
Intellicents Pella IA 10/2021 Present
  • 10/1991 → 10/2021
    Brown, Winick, Graves
    Pella, IA
  • 10/2021 → Present
    Intellicents
    Pella, IA
Other Businesses

1. Pella Food Shelf. Not investment related. 1111 W 16th Street, Pella, IA 50219. Charity/Non-Profit Organization. Treasurer. Start: 2/12/2024. 10 hours per month, less than one hour per business day during trading hours. Board Member and Treasurer. Deposit donation checks, pay invoices, transfer funds from the investment company (at Edward Jones) to the checking account. Also volunteer one or two nights a month distributing food to the patrons.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-06
  • S65 Uniform Investment Adviser Law Examination
    2023-06-06
Other Names
  • Robin Kay Hugen
  • Robin Vink

View on SEC IAPD

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