BA
BA

Bradley Arends

41 Years of Experience
Albert Lea, MN
May Earn CommissionSells Insurance

Bradley Arends is a registered investment advisor at Intellicents Investment Solutions INC, based in Albert Lea, MN, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 North Broadway, Albert Lea, MN, 56007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is the CEO and part owner of Intellicents Investment Solutions, Inc., where he collects fees and markets insurance products, dedicating about half his time. He also has ownership stakes in Intellicents Evergreen, LLC and Intellicents of Kansas City, Inc., and is involved in various advisory boards and rental properties, requiring minimal time commitment for most of these activities.

Employment History
Current Registrations
Intellicents Investment Solutions INC
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Mutual Securities, INC.Broker
August 2018 - September 2019 · 1 yr 1 mo
Cetera Advisors LLCBroker
October 2016 - August 2018 · 1 yr 10 mos
Investors Capital CORP.Broker
January 2016 - October 2016 · 9 mos
LPL Financial LLCBroker
September 2013 - December 2015 · 2 yrs 3 mos
NFP Securities, INC.Broker
May 1998 - October 2013 · 15 yrs 5 mos
Fortis Investors, INC.Broker
October 1991 - May 1998 · 6 yrs 7 mos
Monarch Securities, INC.Broker
July 1988 - October 1991 · 3 yrs 3 mos
Iri Securities CorporationBroker
October 1985 - June 1988 · 2 yrs 8 mos
Amev Investors, INC.Broker
October 1984 - November 1985 · 1 yr 1 mo
State Registrations2 states
FLMN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.