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ChFC

Joel Twedt

Intellicents Investment Solutions INC
36 Years of Experience
Lake Mills, IA
BrokerSells Insurance
View SEC Summary
View SEC Summary

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. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,280 clients with $9.9B in assets under management.

Intellicents Investment Solutions INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
8,280 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$9.9B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range up to 1.50% annually depending on the size, nature, and complexity of the client relationship, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

402 Main Street W., Lake Mills, IA, 50450

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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

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
April 2018 - Present · 8 yrs 6 mos
Mutual Securities, INC.Broker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Securian Financial Services, INC.
October 2002 - April 2018 · 15 yrs 6 mos
Cauldwell Financial Group INC
January 1999 - December 2004 · 5 yrs 11 mos
C.R.I. Securities, INC.Broker
August 1991 - April 1994 · 2 yrs 8 mos
Securian Financial Services, INC.Broker
July 1991 - April 2018 · 26 yrs 9 mos
Amev Investors, INC.Broker
December 1989 - August 1991 · 1 yr 8 mos
State Registrations16 states
ARAZCOFLIAIDILMIMNNEOHSCTXVAWAWI
AdvisorBrokerBoth

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.
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