Joseph
Eichmann
Intellicents Investment Solutions Inc
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About this Advisor
Joseph Eichmann is a financial advisor based in Albert Lea, Minnesota with a total of 2 years of relevant experience. Eichmann currently works for Intellicents Investment Solutions Inc. Over the course of their career, Eichmann has held roles at Minnesota Life Ins Co, Gcg Financial, Inc, Securian Financial Services, Inc, Gordy'S Marine, Gcg Financial, Purdue University, Triad Advisors, Alera Investment Advisors, LLC, Virtus LLC and Intellicents Investment Solutions Inc. Eichmann has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Intellicents Investment Solutions Inc is a registered investment business based out of Albert Lea, MN. The company has offices in nine locations and a total of 61 people on staff. It controls $5 billion in assets between its 3,031 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 3,031 customer accounts, 45% are associated with high-net-worth investors who have at least $1 million in investable assets. Intellicents Investment Solutions Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fees largely depend on the financial services. However, fees charged by Intellicents Investment Solutions Inc most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intellicents Investment Solutions Inc Brokerage Details
$5,067,782,323
61
3,031
$1,671,984
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
Joseph Eichmann Work History
Joseph has been registered as a financial advisor for 2 years.*
Intellicents Investment Solutions Inc
Virtus LLC
Triad Advisors
Alera Investment Advisors, LLC
Minnesota Life Ins Co
Gcg Financial, Inc
Securian Financial Services, Inc
Gcg Financial, Inc
Gcg Financial
Gordy'S Marine
Gordy'S Marine
Purdue University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Eichmann 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
Overland Park, KS
Eden Prairie, MN
Overland Park, KS
Albert Lea, MN
Overland Park, KS
Pella, IA
Albert Lea, MN
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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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