Brian
Forneris
Intellicents Investment Solutions Inc
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About this Advisor
Brian Forneris is a financial advisor operating out of Albert Lea, Minnesota with 1 year of industry experience. Forneris works at Intellicents Investment Solutions Inc. During their career, the advisor has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, Securian Finacial Services Inc, Minnesota Life Insurance Company Inc, Echo Holdings, LLC, First National Trust and Intellicents Investment Solutions. Forneris holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Intellicents Investment Solutions Inc is an advisory business that has its headquarters in Albert Lea, MN. The investment advisory business has offices in nine locations and a total of 61 employees. It manages $5 billion in total assets between its 3,031 client accounts, placing it among the largest firms in the United States by assets under management. Of its 3,031 customer accounts, 45% are associated with high-net-worth individuals who have at least $1 million in assets. The firm has a broad range 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. Fees for financial management are based on which service is offered. However, fees billed by Intellicents Investment Solutions Inc most likely are comprised 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
Brian Forneris Work History
Brian has been registered as a financial advisor for 1 years.*
Intellicents Investment Solutions
Echo Holdings, LLC
First National Trust
Securian Finacial Services Inc
Minnesota Life Insurance Company Inc
Stancorp Equities, Inc
Stancorp Investment Advisers, Inc
Princor Financial Services Corporation
Principal Life Insurance Company
*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 Brian Forneris 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
Overland Park, KS
Overland Park, KS
Eden Prairie, MN
Overland Park, KS
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
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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