Tolen Teigen
Tolen Teigen is a CFA, CFP, ChFC-designated registered investment advisor at Intellicents Investment Solutions INC, based in Stockton, CA, with 22 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
3031 West March Lane, Ste 320 E, Stockton, CA, 95219
Get directionsHistory
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 →Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Findec Wealth Services, INC.
Financial Decisions, INC.
Financial Telesis, INC.
LPL Financial LLC
Marathon Advisors, INC
State Registrations3 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.