Samuel
Matheson
Intellicents Investment Solutions Inc
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About this Advisor
Samuel Matheson is a financial advisor based in Albert Lea, Minnesota, working with Intellicents Investment Solutions Inc. Samuel has previously held positions at Alliance Benefit Group Financial Services, Corp, Ministry Of Education, Culture And Sport, and Intellicents Investment Solutions Inc. Samuel has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Samuel 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 high-net-worth clients. 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
Services Offered
Fee Structure
Office Location
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Intellicents Investment Solutions Inc Brokerage Details
$6,009,674,946
64
4,381
$1,371,759
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
Samuel Matheson Work History
Intellicents Investment Solutions Inc
Ministry Of Education, Culture And Sport
Alliance Benefit Group Financial Services, Corp
Disclosures
Please visit the SEC profile of Samuel Matheson 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
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
Overland Park, KS
Albert Lea, MN
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