Matthew Twedt
Matthew Twedt is a CFP-designated registered investment advisor at Intellicents Investment Solutions INC, based in Lake Mills, IA, with 18 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 ActivitiesSells Insurance
Matthew is the President of Personal Financial Management at Intellicents Investment Solutions, Inc. and partial owner and President of Intellicents, Inc. He also works as a licensed insurance agent, selling life, health, and disability insurance when clients need it, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Mutual Securities, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations14 states
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