DFX Intelligence
Advisors
Advisors registered through Intellicents Investment Solutions IncAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
61 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Amanda Marie Smith dual registrant | Intellicents Investment Solutions Inc mixed wealth | Albert Lea, Mn | Oct 30, 2023 | 12 y | 0 | 2 |
| Matthew Louis Stay dual registrant | Intellicents Investment Solutions Inc mixed wealth | Albert Lea, Mn | Jan 28, 2022 | 10 y | 0 | 1 |
| Lindsay Renae Stout Certified Financial Planner · dual registrant | Intellicents Investment Solutions Inc mixed wealth | Pella, Ia | Aug 7, 2018 | 11 y | 0 | 2 |
| T•••• C•••••• T••••• Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Stockton, Ca | Dec 4, 2024 | 24 y | 5 | 3 |
| J••• E• T•••• Chartered Financial Consultant · dual registrant | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Albert Lea, Mn | Apr 4, 2018 | 46 y | 2 | 2 |
| M•••••• J••• T•••• Certified Financial Planner · dual registrant | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Lake Mills, Ia | Apr 5, 2018 | 19 y | 1 | 3 |
| R•••• K•• V••• | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Albert Lea, Mn | Jun 6, 2023 | 34 y | 0 | 1 |
| M•••••• R••• W••••• dual registrant | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Wichita, Ks | Jun 1, 2026 | 13 y | 1 | 1 |
| B•••• B•••••• W••••••••• | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Albert Lea, Mn | Jan 9, 2002 | 40 y | 1 | 2 |
| C••••••••• J•••• W•••••••• | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Golden, Co | May 6, 2025 | 15 y | 3 | 1 |
| S•••• C••••••••• W••••••• Chartered Financial Analyst | I••••••••• I••••••••• S•••••••• I•• mixed wealth | Albert Lea, Mn | Mar 16, 2018 | 12 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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