Paul David Wick

Current Employers

Employment History

• 06/2012 → Present
  Intellicents Inc
  Albert Lea, MN
• 06/2012 → Present
  Intellicents Investment Solutions Inc
  Albert Lea, MN

Other Businesses

1. Laker Education Foundation is a 501(c)(3) non profit organization. Not investment related. Location is 4540 Tower Street SE, Prior Lake MN 55372. This organization supports educational grants for Prior Lake Savage schools. Position: Board and Investment committee member oversees endowment. State date: 02/18/2021. Approximate 2 hours a month. There will be no hours devoted during securities trading hours and no compensation received. 2. ESOP Association - Minnesota/Dakotas Chapter. Not investment related. 200 Massachusetts Ave NW Suite 410, Washington DC 20001. Volunteer role in membership services for ESOP Association that offers educational and networking opportunities. Membership Committee member. Start date: 2/8/2024. No hours devoted during trading hours; approximately 4 hours per month total. Bring in ESOP owned companies to join the ESOP association and the MN/Dakotas Chapter. 3. Laker Education Foundation. Investment Related. PO Box 840 Prior Lake MN 55372. Non-profit corporation. Treasurer and Board Member. Start date 1/1/2025. 4 hours devoted per month. 0 hours devoted during trading hours. Help oversee the endowment which invests in mutual funds as well as the financial statements, annual report, budget, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-12
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Designations