KD
Kevin E. Dulitz
INTELLICENTS INVESTMENT SOLUTIONS
Albert Lea, MN 56007
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CRD#: 2185469
KD
Professional summary
Kevin Earl Dulitz, AIF®, who also goes by Kevin E Dulitz, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Albert Lea, Minnesota.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kevin has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin E Dulitz
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.NAME OF OTHER BUSINESS: INTELLICENTS INVESTMENT SOLUTIONS, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS START DATE: 7/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISING 2.NAME OF OTHER BUSINESS: INTELLICENTS INVESTMENT SOLUTIONS, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS START DATE: 12/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: CONSULTANT BRIEF DESCRIPTION OF DUTIES: GENERAL DUTIES 3. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 2014, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, AND ANNUITIES 4. N/A, INVESTMENT RELATED, 1608 SUNSET, ALBERET LEA, MN, 56007, FAMILY TRUST, STARTED 2012, TRUSTEE, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OVERSEE ASSETS IN TRUST 5. ALBERT B CUPPAGE CHARITABLE FOUNDATION, NOT INVESTMENT RELATED, P.O. BOX 823, ALBERT LEA, MN, 56007, CHARITABLE TRUST, STARTED 5/2014, TRUSTEE, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OVERSEE ASSETS AND PROVIDE CHARITABLE CONTRIBUTIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Earl Dulitz'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®
Experience
Current
September 22, 2014 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 100 North Broadway, Albert Lea, MN 56007RIA
CRD#: 107498
Albert Lea, MN
Past
October 3, 2016 - October 2, 2017
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
April 8, 1998 - October 2, 2013
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ALBERT LEA, MN
Past
January 6, 1994 - December 1, 1997
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
October 24, 1991 - December 31, 1993
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.Highlighted states indicate IAR registrations
IAR
Minnesota(9/22/2014)
Exams
State Security Law Exam
State Security Law 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 |
|---|---|---|
| 12/09/2025 | ||
| 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
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
