Kevin
Dulitz
Intellicents Investment Solutions Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Dulitz is a financial advisor working out of Albert Lea, Minnesota with 9 years of relevant experience. Dulitz is on the advisory team at Intellicents Investment Solutions Inc. The advisor has gained experience at Arends Associates, Intellicents Investment Solutions, Inc, Partners Securities, Inc, Lpl Financial LLC, Nfp Securities, Inc, Cetera Advisors LLC and Investors Capital Corp. Dulitz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Intellicents Investment Solutions Inc is a firm that has its headquarters in Albert Lea, MN. It has offices in nine locations and a total of 61 advisors. It handles $5 billion in assets under management between its 3,031 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 3,031 client accounts, 45% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a number of services, including 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 typically are based on which services are offered. However, fees billed by Intellicents Investment Solutions Inc likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Kevin Dulitz Work History
Kevin has been registered as a financial advisor for 9 years.*
Intellicents Investment Solutions, Inc
Intellicents Investment Solutions, Inc
Cetera Advisors LLC
Investors Capital Corp
Lpl Financial LLC
Partners Securities, Inc
Nfp Securities, Inc
Arends Associates
*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 Kevin Dulitz 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
Eden Prairie, MN
Overland Park, KS
Overland Park, KS
Overland Park, KS
Albert Lea, MN
Albert Lea, MN
Pella, IA
Albert Lea, MN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.