Unclaimed Profile

Michelle Lee Sedlacek

INTELLICENTS INVESTMENT SOLUTIONS INC·ALBERT LEA, Minnesota

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record10 years registeredINTELLICENTS INVESTMENT SOLUTIONS INC

100 NORTH BROADWAY, ALBERT LEA, MN 56007CRD# 6150168Firm CRD# 107498

Profile Verification

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

Identity

Michelle Lee Sedlacek · ALBERT LEA, MN

Registration

CRD #6150168 · INTELLICENTS INVESTMENT SOLUTIONS INC · 10 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB & CO., INC.

Sep 2022 – present

LPL FINANCIAL LLC

Jul 2021 – Dec 2021

Maple Grove, MN

WADDELL & REED

May 2019 – Aug 2021

OVERLAND PARK, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Aug 2018 – May 2019

Eden Praire, MN

CHARLES SCHWAB & CO., INC.

Jan 2017 – Aug 2018

ST. PAUL, MN

UBS FINANCIAL SERVICES INC.

Jun 2016 – Dec 2016

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · June 27, 2016

Years registered · 10

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 Michelle Lee Sedlacek offer?

Michelle Lee Sedlacek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBERT LEA, Minnesota for a consultation.

What are Michelle Lee Sedlacek's credentials?

Michelle Lee Sedlacek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Lee Sedlacek located?

Michelle Lee Sedlacek 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 Michelle Lee Sedlacek charge for services?

Michelle Lee Sedlacek'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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