Paul Wick
Paul Wick is a CFA-designated registered investment advisor at Intellicents Investment Solutions INC, based in Eden Pairie, MN, with 11 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
8200 Commonwealth Drive, Suite 200, Eden Pairie, MN, 55344
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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.
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Paul is a board and investment committee member for the Laker Education Foundation, overseeing the endowment, and treasurer and board member for the Laker Education Foundation, helping oversee the endowment. He also volunteers for the ESOP Association, dedicating minimal time to each activity.
Employment History
Current Registrations
Intellicents Investment Solutions INC
State Registrations1 state
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