Lynn
Kermes
Intellicents Investment Solutions Inc
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About this Advisor
Lynn Kermes is a financial advisor operating in Albert Lea, Minnesota with 9 years of industry experience. Kermes is currently employed by Intellicents Investment Solutions Inc. Throughout their career, they have worked at Intellicents Inc, Nfp Securities, Inc, Lpl Financial LLC, Intellicents Investment Solutions Inc, Investors Capital Corporation LLC, Cetera Advisors LLC and Mutual Securities, Inc. Kermes has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Intellicents Investment Solutions Inc is a financial advisory firm that has its headquarters in Albert Lea, MN. It has offices in nine locations and a total of 61 people on staff. It has $5 billion in total assets across its 3,031 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 3,031 client accounts, 45% are associated with high-net-worth investors who have more than $1 million in investable assets. The business performs 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. Fees for financial advisory services usually are based on which service is offered. However, fee types charged by Intellicents Investment Solutions Inc may include some blend 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
Lynn Kermes Work History
Lynn has been registered as a financial advisor for 9 years.*
Mutual Securities, Inc
Intellicents Investment Solutions Inc
Investors Capital Corporation LLC
Cetera Advisors LLC
Lpl Financial LLC
Intellicents Inc
Nfp Securities, Inc
*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 Lynn Kermes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Albert Lea, MN
Albert Lea, MN
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