AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JT

Joel E. Twedt

INTELLICENTS INVESTMENT SOLUTIONS
Lake Mills, IA 50450
Some features on this profile are disabled
CRD#: 1995644
JT

Professional summary

Joel E Twedt is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Lake Mills, Iowa and MUTUAL SECURITIES, INC. located in Lake Mills, Iowa.

Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Joel has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel E Twedt's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 4, 2018 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 402 Main Street W., Lake Mills, IA 50450
RIA
CRD#: 107498
Lake Mills, IA
Current

April 2, 2018 - Present

MUTUAL SECURITIES, INC.

Office #1: 402 W Main Street, Lake Mills, IA 50450
BD
CRD#: 13092
Lake Mills, IA
Past

October 10, 2002 - April 3, 2018

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
LAKE MILLS, IA
Past

January 18, 1999 - December 31, 2004

CAULDWELL FINANCIAL GROUP INC

RIA
CRD#: 106871
LAKE MILLS, IA
Past

August 16, 1991 - April 7, 1994

CRI SECURITIES, LLC

BD
CRD#: 22589
ST. PAUL, MN
Past

July 26, 1991 - April 3, 2018

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
LAKE MILLS, IA
Past

December 12, 1989 - August 12, 1991

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/2/2018)
RR
Arkansas
(4/2/2018)
RR
Colorado
(4/2/2018)
RR
Florida
(4/2/2018)
RR
Idaho
(4/2/2018)
RR
Illinois
(4/2/2018)
RR
Iowa
(4/2/2018)
IAR
Iowa
(4/4/2018)
RR
Michigan
(4/2/2018)
RR
Minnesota
(4/2/2018)
IAR
Minnesota
(4/4/2018)
RR
Nebraska
(4/2/2018)
RR
Ohio
(4/2/2018)
RR
South Carolina
(9/12/2019)
RR
Texas
(11/12/2024)
RR
Virginia
(4/2/2018)
RR
Washington
(9/3/2024)
RR
Wisconsin
(6/24/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 12/11/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/27/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/11/1989
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTELLICENTS INVESTMENT SOLUTIONS INC ADV 2A OCTOBER 2025 (10/24/2025)
INTELLICENTS INVESTMENT SOLUTIONS INC WRAP BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,103
AUM (Assets Under Management)$ 7,362,137,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2025
Cover Page
Report
11/21/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498Lake Mills, IA 50450

TRUST BUT VERIFY

Monitor Joel Twedt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

CB
Caleb BarrAdvisorCheck Check Mark
MARINER WEALTH
IAR
Palm Beach Gardens, FL
CF
Colby FoxAdvisorCheck Check Mark
SELAH WEALTH ADVISORS
IAR
Fillmore, CA
AK
Andrew KatzenbergerAdvisorCheck Check Mark
KATZ CAPITAL ADVISORS
IAR
CALDWELL, ID
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.