Joel
Twedt
Intellicents Investment Solutions Inc
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About this Advisor
Joel Twedt is a financial advisor based in Lake Mills, Iowa, working with Intellicents Investment Solutions Inc. Joel has previously held positions at Minnesota Life Insurance Co, Securian Advisors Of Iowa Inc, Securian Financial Services, Inc, Twedt Financial Services, Inc, Mutual Securities, Intellicents Investment Solutions Inc, and as an Independent Insurance Agent. Joel has passed the Series 63 regulatory exam and is registered to provide services in Iowa and Minnesota. Currently, Joel is part of Intellicents Investment Solutions Inc, which operates out of Lake Mills, Iowa. The firm has 8 offices and 64 employees. The firm manages assets totaling $6.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Intellicents Investment Solutions Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intellicents Investment Solutions Inc Brokerage Details
$6,009,674,946
64
4,381
$1,371,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joel Twedt Work History
Mutual Securities
Intellicents Investment Solutions Inc
Independent Insurance Agent
Securian Financial Services, Inc
Minnesota Life Insurance Co
Securian Advisors Of Iowa Inc
Twedt Financial Services, Inc
Disclosures
Please visit the SEC profile of Joel Twedt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intellicents Investment Solutions Inc
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Albert Lea, MN
Overland Park, KS
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