BA
Bradley K. Arends
INTELLICENTS INVESTMENT SOLUTIONS
Albert Lea, MN 56007
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CRD#: 1306576
BA
Professional summary
Bradley Kent Arends, who also goes by Brad Arends, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Albert Lea, Minnesota.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Bradley has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Arends
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. INTELLICENTS INVESTMENT SOLUTIONS, INC., START DATE: 12/2016, 100 NORTH BROADWAY, 1ST FLOOR, ALBERT LEA, MN 56007, SUB S, RIA, CEO-50% OWNER, AGENT,COLLECTS ALL FEES FROM 401K AND INVESTMENT ADVISORY BUSINESS, MARKET INSURANCE PRODUCTS SUCH AS LIFE, ACCIDENT, AND HEALTH. INVESTMENT RELATED, 100 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS.
2. INTELLICENTS EVERGREEN, LLC., START DATE: 06/2018, 6402 19TH STREET W, TACOMA, WA 98466, LLC, 401K/EMPLOYEE BENEFITS, 25% OWNER, GENERAL OWNERSHIP DUTIES NO SALES RESPONSIBILITIES, INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
3. INTELLICENTS OF KANSAS CITY, INC., START DATE: 12/2016, 7101 COLLEGE BLVD., SUITE 620, OVERLAND PARK, KS 66210, SUB S, EMPLOYEE BENEFIT AND INDIVIDUAL WEALTH MANAGEMENT, CO OWNER 25%, GENERAL OWNERSHIP DUTIES, INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
4. RETIREMENT ADVISOR COUNCIL FIDELITY, START DATE: 1998, 200 SEAPORT BLVD., BOSTON, MA 02210, BOARD MEMBER - INVESTMENT CUSTODY, BOARD MEMBER, GIVE INPUT/IDEAS FOR FIDELITY'S CUSTODY PLATFORM, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
5. ABG PROPERTIES, LLP, START DATE: 1/2003, 201 CLARK STREET E, ALBERT LEA, MN 56007, LLP, RENTAL PROPERTIES, 40% CO-OWNER, OLD INTELLICENTS, INC LOCATION CURRENTLY RENTS TO ALERUS, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
6. ARENDS PROPERTIES, LLC., START DATE: 11/2015, 100 NORTH BROADWAY, 1ST FLOOR, ALBERT LEA, MN 56007, LLC, RENTAL PROPERTY, 50% OWNER WITH SPOUSE, OWNER OF INTELLICENTS, INC. MAIN LOCATION IN ALBERT LEA MN, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
7. BLUE CROSS BLUE SHIELD MN BLUE PARTNERS ADVISORY BOARD, START DATE: 2013 APPROX, ST. PAUL, MN 55164, BOARD MEMBER, HEALTH INSURANCE, BOARD MEMBER, GIVE NEW IDEAS AND INPUT TO CURRENT MARKET, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
8. E-MONEY USER ADVISORY BOARD, START DATE: 2016, 1000 MATSONFORD ROAD, SUITE 300, RADNOR, PA 79087, BOARD MEMBER-FINANCIAL PLANNING SOFTWARE, BOARD MEMBER, GIVE INPUT AND ADVICE FOR FUTURE SOFTWARE DEVELOPMENT AND APPLICATIONS, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
9. HEALTHCARE COALITION, PRESIDENT START DATE: NOVEMBER 2019, 705 ALGON STREET, ALBERT LEA MN 56007, THIS IS A NOT FOR PROFIT, 501C3 ORGANIZATION CENTERED ON BUILDING AND MAINTAINING A CLINIC\OUTPATIENT SURGERY CENTER FOR LEASE TO HEALTHCARE ORGANIZATION TO STAFF AND OPERATE. THIS IS A 3-YEAR TERM WITH THE ABILITY FOR ONE 3-YEAR TERM RENEWAL. NOT INVESTMENT RELATED, 60 HOURS PER MONTH, DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Kent Arends's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 1, 2014 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 100 North Broadway, Albert Lea, MN 56007RIA
CRD#: 107498
Albert Lea, MN
Past
August 3, 2018 - September 12, 2019
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
ALBERT LEA, MN
Past
October 3, 2016 - August 20, 2018
CETERA ADVISORS LLC
BD
CRD#: 10299
ALBERT LEA, MN
Past
January 4, 2016 - October 3, 2016
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
ALBERT LEA, MN
Past
September 30, 2013 - December 31, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
ALBERT LEA, MN
Past
May 12, 1998 - October 2, 2013
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ALBERT LEA, MN
Past
October 22, 1991 - May 18, 1998
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
July 1, 1988 - October 17, 1991
MONARCH SECURITIES, INC.
BD
CRD#: 2809
Past
October 30, 1985 - June 28, 1988
IRI SECURITIES CORPORATION
BD
CRD#: 10004
Past
October 10, 1984 - November 8, 1985
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/28/2024)
IAR
Minnesota(10/1/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
RIA
Registered Investment Advisory firm - (2/29/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,103 |
| AUM (Assets Under Management) | $ 7,362,137,726 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2024 |
Red Flags
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Company Information
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498Albert Lea, MN 56007TRUST BUT VERIFY
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Contact information
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