Kevin
Atnip

Intellicents Investment Solutions Inc

CRD#5881848
Investment Advisor
in Albert Lea, MN

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About this Advisor

Kevin Atnip is a financial advisor based in Albert Lea, Minnesota, working with Intellicents Investment Solutions Inc. Kevin has previously held positions at Scottrade, Frandsen Bank & Trust, and Intellicents Investment Solutions, Inc. Kevin has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Kevin 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 a variety of clients, including high-net-worth individuals. 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, Series 63, Series 66

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

Kevin Atnip Work History

2023 - Present (1 year)

Intellicents Investment Solutions, Inc

2019 - Present (5 years)

Frandsen Bank & Trust

2014 - 2018 (4 years)

Scottrade

Disclosures

Please visit the SEC profile of Kevin Atnip 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

Kevin Atnip
Albert Lea, MN
Amanda Smith
Albert Lea, MN
Jared Goforth
Albert Lea, MN
Samuel Matheson
Albert Lea, MN
Devin Reimer
Albert Lea, MN
Scott Wightman
Overland Park, KS
Kenneth Burkhead
Albert Lea, MN
Jason Anderson
Lawrence, KS

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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