David Iverson
David Iverson is a registered investment advisor at Intellicents Investment Solutions INC, based in Lake Mills, IA, with 37 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
402 Main Street W., Lake Mills, IA, 50450
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David is an employee at a CPA firm, DK Arndt CPA, since December 1st. This is a full-time commitment for David.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Securian Financial Services, INC.
Cauldwell Financial Group INC
Securian Financial Services, INC.Broker
Kingland Capital CorporationBroker
Aegon USA Securities INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 states
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.