Jared
Goforth

Intellicents Investment Solutions Inc

CRD#6186665
Investment Advisor
in Albert Lea, MN

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About this Advisor

Jared Goforth is a financial advisor based in Albert Lea, Minnesota, working with Intellicents Investment Solutions Inc. Jared has previously held positions at Intellicents Investment Solutions Inc, Ziegler Cat, Voca, Gopher Sport, and Dll-Mahindra Finance Usa LLC. Jared has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Jared is part of Intellicents Investment Solutions Inc, which operates out of Albert Lea, Minnesota. 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

100 North Broadway
Albert Lea, MN 56007

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Intellicents Investment Solutions Inc Brokerage Details

Total Assets Under Management

$6,009,674,946

MN Average: $5,289,111,388
Total Number of Employees

64

MN Average: 157
Total Number of Accounts

4,381

MN Average: 8,262
Average Account Size

$1,371,759

MN Average: $640,173

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

Jared Goforth Work History

2019 - Present (5 years)

Intellicents Investment Solutions Inc

2018 - 2019 (1 year)

Ziegler Cat

2017 - 2018 (1 year)

Voca

2016 - 2017 (1 year)

Gopher Sport

2014 - 2016 (2 years)

Dll-Mahindra Finance Usa LLC

Disclosures

Please visit the SEC profile of Jared Goforth 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

Amanda Smith
Albert Lea, MN
Samuel Matheson
Albert Lea, MN
Jared Goforth
Albert Lea, MN
Scott Wightman
Overland Park, KS
Kevin Atnip
Albert Lea, MN
Kenneth Burkhead
Albert Lea, MN
Devin Reimer
Albert Lea, MN
Charles Pastor
Golden, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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