EF
CFP
EF
CFP

Elizabeth Fugenschuh

15 Years of Experience
Albert Lea, MN
BrokerSells Insurance

Elizabeth Fugenschuh is a CFP-designated registered investment advisor, based in Albert Lea, MN, with 15 years of industry experience.

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 · 7 yrs 2 mos
Intellicents Investment Solutions INC
February 2019 - Present · 7 yrs 3 mos
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

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.

Exams
No exam information available for this advisor.
Elizabeth Fugenschuh - Financial Advisor | TrueAdvisor