Matthew
Palmer
Intellicents Investment Solutions Inc
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About this Advisor
Matthew Palmer is a financial advisor who works out of Albert Lea, Minnesota with 1 year of industry experience. Palmer is an advisor for Intellicents Investment Solutions Inc. Their career trajectory has included roles at Rooftop Inspections and Intellicents Investment Solutions, Inc. Palmer has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Minnesota. Intellicents Investment Solutions Inc is a financial advisory firm based in Albert Lea, MN. The company has offices in nine locations and a total of 61 financial advisors. It administers $5 billion in total assets among its 3,031 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 3,031 accounts, 45% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has 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. Financial advisory fee schedules usually depend on the type of services provided. Fees charged by Intellicents Investment Solutions Inc likely include 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
Matthew Palmer Work History
Matthew has been registered as a financial advisor for 1 years.*
Intellicents Investment Solutions, Inc
Rooftop Inspections
*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 Matthew Palmer 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
Albert Lea, MN
Overland Park, KS
Overland Park, KS
Overland Park, KS
Albert Lea, MN
Pella, IA
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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