Lynn Kermes
Lynn Kermes is a registered investment advisor at Intellicents Investment Solutions INC, based in Albert Lea, MN, with 19 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
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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 ActivitiesSells Insurance
Lynn works as a senior consultant at Intellicents Investment Solutions, Inc. providing 401k investment advisory sales and services, and employee benefit services, dedicating about half of her time. Lynn also works as an independent insurance agent selling group life, disability, and health insurance, also dedicating about half of her time, and co-owns rental property, spending minimal time on it.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Previous Registrations
Mutual Securities, INC.Broker
Cetera Advisors LLCBroker
Investors Capital CORP.Broker
LPL Financial LLCBroker
NFP Securities, INC.Broker
State Registrations1 state
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