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CRD 107498
ALBERT LEA, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GRANT STEPHEN ARENDS | n/a | ALBERT LEA, MN | Overland Park, KS | 26 | 36 | n/a | no |
| BRIAN BERTRON WESTEMEYER | n/a | ALBERT LEA, MN | OVERLAND PARK, KS | 24 | 40 | 1 | no |
| KEVIN EARL DULITZ | n/a | ALBERT LEA, MN | 11 | 34 | n/a | no |
| LYNN ALLEN KERMES | n/a | ALBERT LEA, MN | 11 | 20 | n/a | no |
| NICHOLAS EDWARD AUSTIN | n/a | ALBERT LEA, MN | 11 | 16 | n/a | no |
| DAVID JOHN BUSSELMAN | Certified Financial Planner | ALBERT LEA, MN | Eden Prairie, MN | 10 | 21 | 2 | yes |
| AMANDA DAWN SCOTT | n/a | OVERLAND PARK, KS | ALBERT LEA, MN | 9 | 19 | n/a | no |
| SAMUEL JOEL MATHESON | Certified Financial Planner | ALBERT LEA, MN | 9 | 11 | 1 | no |
| NICHOLAS ROBERT MADL | Certified Financial Planner | ALBERT LEA, MN | OVERLAND PARK, KS | 8 | 15 | n/a | no |
| SCOTT CHRISTOPHER WIGHTMAN | Chartered Financial Analyst | ALBERT LEA, MN | OVERLAND PARK, KS | 8 | 12 | n/a | no |
| DAVID MARK IVERSON | n/a | ALBERT LEA, MN | Lake Mills, IA | 8 | 38 | 2 | no |
| JOEL E TWEDT | Chartered Financial Consultant | ALBERT LEA, MN | Lake Mills, IA | 8 | 46 | 2 | yes |
| DAVID KEITH ARNDT | n/a | ALBERT LEA, MN | Lake Mills, IA | 8 | 34 | 1 | no |
| MATTHEW JOEL TWEDT | Certified Financial Planner | Lake Mills, IA | ALBERT LEA, MN | 8 | 19 | 1 | yes |
| BRANDON THOMAS BUDD | n/a | ALBERT LEA, MN | OVERLAND PARK, KS | 8 | 15 | 1 | no |
| Petros Panayotis Koumantaros | n/a | Tacoma, WA | ALBERT LEA, MN | 8 | 20 | n/a | no |
| DEVIN LARRY REIMER | Certified Financial Planner | Pella, IA | ALBERT LEA, MN | 8 | 20 | 3 | yes |
| LINDSAY RENAE STOUT | Certified Financial Planner | Pella, IA | ALBERT LEA, MN | 8 | 11 | n/a | yes |
| ELIZABETH A FUGENSCHUH | Certified Financial Planner | ALBERT LEA, MN | GOLDEN, CO | 7 | 18 | 1 | yes |
| JEFFREY MATTHEW BELTON | n/a | SOUTHLAKE, TX | ALBERT LEA, MN | 7 | 21 | 1 | no |
| Nicholas Ian Holmes | n/a | ALBERT LEA, MN | GOLDEN, CO | 7 | 18 | 1 | yes |
| JARED DOUGLAS GOFORTH | n/a | ALBERT LEA, MN | 6 | 12 | n/a | no |
| JOSEPH ROBERT EICHMANN | n/a | ALBERT LEA, MN | Southlake, TX | 5 | 11 | 2 | no |
| THOMAS ARTHUR KRUSIC | Certified Financial Planner | Golden, CO | ALBERT LEA, MN | 5 | 11 | 3 | no |
| CATHY ANN REINHARDT | Certified Financial Planner | ALBERT LEA, MN | LAWRENCE, KS | 5 | 43 | 2 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARENDS, BRADLEY, KENT | PRESIDENT & CEO | C | yes | 05/1995 | Apr 20, 2012 | Mar 29, 2024 |
| ARENDS, GRANT, STEPHEN | Coo | C | yes | 05/1995 | Apr 20, 2012 | Mar 29, 2024 |
| BUDD, BRANDON, THOMAS | PRESIDENT OF RETIREMENT SERVICES | Na | yes | 01/2024 | Mar 29, 2024 | Mar 29, 2024 |
| BUDD, BRANDON, THOMAS | Owner | E | yes | 01/2024 | Mar 29, 2024 | Mar 29, 2024 |
| MADL, NICHOLAS, ROBERT | VICE PRESIDENT OF PERSONAL FINANCE MANAGEMENT | Na | yes | 01/2022 | Mar 21, 2023 | Mar 29, 2024 |
| MADL, NICHOLAS, ROBERT | Owner | E | yes | 01/2024 | Mar 21, 2023 | Mar 29, 2024 |
| SINGSANK, THOMAS, RAY | Cfo | Na | yes | 08/2010 | Sep 16, 2015 | Mar 29, 2024 |
| TWEDT, MATTHEW, JOEL | PRESIDENT OF PERSONAL FINANCIAL MANAGMENT | Na | yes | 01/2020 | Feb 25, 2021 | Mar 29, 2024 |
| TWEDT, MATTHEW, JOEL | Owner | E | yes | 01/2020 | Feb 25, 2021 | Mar 29, 2024 |
| DULITZ, KEVIN, EARL | VICE PRESIDENT OF EMPLOYEE BENEFITS | Na | no | 12/2016 | Mar 21, 2023 | Mar 29, 2024 |
| Holmes, Nicholas, Ian | CHIEF COMPLIANCE OFFICER | Na | no | 07/2019 | Jul 17, 2019 | Mar 29, 2024 |
| IISBUDD, LLC | DIRECT OWNER | A | no | 01/2024 | Mar 29, 2024 | Mar 29, 2024 |
| IISMADL, LLC | DIRECT OWNER | A | no | 01/2024 | Mar 29, 2024 | Mar 29, 2024 |
| IISTFS, LLC | DIRECT OWNER | B | no | 01/2020 | Feb 25, 2021 | Mar 29, 2024 |
| SCOTT, AMANDA, DAWN | VICE PRESIDENT OF OPERATIONS | Na | no | 01/2022 | Mar 21, 2023 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INTELLICENTS EVERGREEN, LLC | n/a | n/a | n/a | N | yes | n/a |
| INTELLICENTS INC | n/a | n/a | n/a | N | yes | n/a |
| INTELLICENTS LONE STAR, LLC | n/a | n/a | n/a | N | yes | n/a |
| INTELLICENTS OF PELLA, LLC | n/a | n/a | n/a | N | yes | n/a |
| INTELLICENTS TWC, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| OVERLAND PARK | Ks | United States | 7 | yes |
| Golden | Co | United States | 4 | yes |
| Pella | Ia | United States | 4 | yes |
| Lawrence | Ks | United States | 3 | yes |
| EDEN PRAIRIE | Mn | United States | 3 | yes |
| LAKE MILLS | Ia | United States | 2 | yes |
| Southlake | TX | United States | 2 | no |
| Tacoma | Wa | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $9.9B | $6.9B | 80 | 48 | 12 | n/a | n/a |
| 2024 | Mar 31, 2025 | $7.4B | $4.3B | 67 | 46 | 9 | n/a | n/a |
| 2023 | Mar 29, 2024 | $6.0B | $3.7B | 64 | 36 | 8 | n/a | n/a |
| 2022 | Mar 21, 2023 | $5.1B | $2.8B | 61 | 34 | 9 | n/a | n/a |
| 2021 | Mar 29, 2022 | $5.4B | $2.9B | 48 | 30 | 8 | n/a | n/a |
| 2020 | Mar 29, 2021 | $5.0B | $1.8B | 41 | 29 | 8 | n/a | n/a |
| 2019 | Mar 26, 2020 | $4.4B | $1.8B | 43 | 22 | 8 | n/a | n/a |
| 2018 | Mar 29, 2019 | $3.8B | $1.5B | 30 | 22 | 7 | n/a | n/a |
| 2017 | Mar 29, 2018 | $3.3B | $1.3B | 14 | 12 | 2 | n/a | n/a |
| 2016 | Mar 27, 2017 | $2.9B | $764M | 14 | 12 | n/a | n/a | n/a |
| 2015 | Mar 21, 2016 | $2.6B | $793M | 14 | 14 | n/a | n/a | n/a |
| 2014 | May 20, 2014 | $2.5B | $327M | 17 | 14 | n/a | n/a | n/a |
| 2013 | May 9, 2013 | $2.0B | $184M | 13 | 13 | n/a | n/a | n/a |
| 2012 | May 30, 2012 | $1.6B | $163M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 11 | 1 | 10 | 1.7% | 2 | 0 | 0 | 18 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.9B | $7.4B | 34.7% | $5.1B | 25.1% | 80 | 67 | 13 | 9 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 2 | Jun 1, 2026 | Jun 1, 2026 | SAN RAFAEL, CA | Team lift out | Other | 0.4% |
| TRG ADVISORS, INC. | 3 | Mar 11, 2026 | Mar 23, 2026 | LAKEWOOD RANCH, FL | Firm absorbed | Other | 100.0% |
| TRUE WEALTH & COMPANY | 4 | Mar 29, 2024 | Jan 2, 2024 | OVERLAND PARK, KS | Firm absorbed | Other | 100.0% |
| SECURIAN FINANCIAL SERVICES, INC. | 4 | Apr 3, 2018 | Apr 5, 2018 | LAKE MILLS, IA | Team lift out | Other | 0.5% |