Unclaimed Profile

Matthew Joel Twedt

INTELLICENTS INVESTMENT SOLUTIONS INC·ALBERT LEA, Minnesota

SIE, Series 7, Series 66CFPClean record17 years registeredINTELLICENTS INVESTMENT SOLUTIONS INC

100 NORTH BROADWAY, ALBERT LEA, MN 56007CRD# 5357620Firm CRD# 107498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Joel Twedt · ALBERT LEA, MN

Registration

CRD #5357620 · INTELLICENTS INVESTMENT SOLUTIONS INC · 17 years registered

Brand Profile

Not yet started

Career History

INTELLICENTS INVESTMENT SOLUTIONS INC

Apr 2018 – present

SECURIAN FINANCIAL SERVICES, INC.

Sep 2008 – Apr 2018

LAKE MILLS, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 8, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD 107498 · SEC 801-51382

AUM

$6.0B

Regulatory assets under management

Employees

4,381 client accounts

Services offered by INTELLICENTS INVESTMENT SOLUTIONS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INTELLICENTS INVESTMENT SOLUTIONS INC →

Introduction

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Frequently Asked Questions

What services does Matthew Joel Twedt offer?

Matthew Joel Twedt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBERT LEA, Minnesota for a consultation.

What are Matthew Joel Twedt's credentials?

Matthew Joel Twedt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Joel Twedt located?

Matthew Joel Twedt 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 Matthew Joel Twedt charge for services?

Matthew Joel Twedt'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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