INTELLICENTS INVESTMENT SOLUTIONS INC

100 North Broadway
Albert Lea, Minnesota 56007
Tel: 507-377-2919

About INTELLICENTS INVESTMENT SOLUTIONS INC

INTELLICENTS INVESTMENT SOLUTIONS INC, formally registered with the SEC as INTELLICENTS INVESTMENT SOLUTIONS INC. The firm was established in 02/29/1996. They have over 10 offices throughout the country.

INTELLICENTS INVESTMENT SOLUTIONS INC is a Albert Lea, Minnesota based Financial Planning firm with nearly $6,009,674,946 assets under management, offering retirement planning & investment advisory services to 4381 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107498
SEC#	801-51382
Assets Managed by Firm	$6,009,674,946
No. of Clients	4381
No. of Advisors	64

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4381	$6,009,674,946
Individuals (other than high net worth individuals)	2225	$216,265,313
High net worth individuals	1762	$627,915,348
Pension and profit sharing plans	394	$5,165,494,285

More Retirement Planning firms in Albert Lea, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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