Jeffrey Belton
Jeffrey Belton is a registered investment advisor at Intellicents Investment Solutions INC, based in Albert Lea, MN, with 20 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
100 North Broadway, Albert Lea, MN, 56007
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 →Other Business Activities
Jeffrey is a Town Council Member for Shady Shores, TX, dedicating a few hours per week. He also has passive ownership in Intellicents Lone Star, LLC and Intellicents Great Lakes, LLC, both investment advisory firms, spending minimal time on each.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Adp Broker-Dealer, INC.Broker
American Funds Distributors, INC.Broker
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.