David Arndt
David Arndt is a registered investment advisor at Intellicents Investment Solutions INC, based in Lake Mills, IA, with 24 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 the owner of D.K. Arndt, PC, a CPA firm, dedicating full-time hours to management, professional accounting, and tax services. He also serves as treasurer for the Forest City Educator Foundation, spending minimal time on this role.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations2 states
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