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Kevin Earl Dulitz

INTELLICENTS INVESTMENT SOLUTIONS INC·ALBERT LEA, Minnesota
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100 NORTH BROADWAY, ALBERT LEA, MN 56007CRD# 2185469Firm CRD# 107498
01

About

Kevin Earl Dulitz is a registered financial advisor based in ALBERT LEA, Minnesota, affiliated with INTELLICENTS INVESTMENT SOLUTIONS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INTELLICENTS INVESTMENT SOLUTIONS INC
INTELLICENTS INVESTMENT SOLUTIONS INC
AUM
$6.0B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at INTELLICENTS INVESTMENT SOLUTIONS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2185469
Firm CRD# 107498
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Earl Dulitz offer?
Kevin Earl Dulitz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBERT LEA, Minnesota for a consultation.
What are Kevin Earl Dulitz's credentials?
Kevin Earl Dulitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Earl Dulitz located?
Kevin Earl Dulitz is based in ALBERT LEA, Minnesota, working with INTELLICENTS INVESTMENT SOLUTIONS INC. Their office serves clients in the ALBERT LEA metropolitan area and surrounding communities.
How does Kevin Earl Dulitz charge for services?
Kevin Earl Dulitz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTELLICENTS INVESTMENT SOLUTIONS INC?
INTELLICENTS INVESTMENT SOLUTIONS INC has approximately 64 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBERT LEA
Jonathan Orlo Murray — MURRAY FINANCIAL GROUP, LLCAmanda Dawn Scott — INTELLICENTS INVESTMENT SOLUTIONS INCNicholas Ian Holmes — INTELLICENTS INVESTMENT SOLUTIONS INCMatthew Joel Twedt — INTELLICENTS INVESTMENT SOLUTIONS INCAnthony Dennis Albright — MURRAY FINANCIAL GROUP, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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