EF
CFP
EF
CFP

Elizabeth a Fugenschuh

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

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Location

100 North Broadway, Albert Lea, MN, 56007

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Elizabeth is a partial owner of Intellicents, Inc., a holding company for an RIA, dedicating minimal time. She is also a licensed insurance agent selling life, health, and disability insurance when clients need it, dedicating minimal time.

Employment History
Current Registrations
Mutual Securities, INC.Broker
March 2019 - Present · 6 yrs 11 mos
Intellicents Investment Solutions INC
February 2019 - Present · 7 yrs
Previous Registrations
Asset Solutions, INC.
February 2011 - September 2018 · 7 yrs 7 mos
Geneos Wealth Management, INC.Broker
December 2009 - September 2018 · 8 yrs 9 mos
State Registrations6 states
CACOIAKSPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.