Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 100 North Broadway, Albert Lea, MN, 56007 | $6,009,674,946 | 4381 | 64 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
2 | 200 North Broadway Ave., Albert Lea, MN, 56007 | $1,349,084,643 | 3403 | 15 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 107498
Assets Under Management $6,009,674,946
No. Of Clients4381
Clients Per Financial Advisor68
INTELLICENTS INVESTMENT SOLUTIONS INC is a financial advisory firm situated in Albert Lea, Minnesota. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4381 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157626
Assets Under Management $1,349,084,643
No. Of Clients3403
Clients Per Financial Advisor227
ISC FINANCIAL ADVISORS is a financial advisory firm situated in Albert Lea, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3403 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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