Joel Twedt
Joel Twedt is a ChFC-designated registered investment advisor at Intellicents Investment Solutions INC, based in Lake Mills, IA, with 36 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 ActivitiesSells Insurance
Joel is involved in several business activities, including working for Intellicents Investment Solutions, Inc. where he recommends managed investment solutions and markets insurance products, and as an independent insurance agent selling various insurance products. He also has roles in Intellicents, Inc. and JE Twedt FS, LLC.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Mutual Securities, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Cauldwell Financial Group INC
C.R.I. Securities, INC.Broker
Securian Financial Services, INC.Broker
Amev Investors, INC.Broker
State Registrations16 states
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