Tolen C. Teigen
INTELLICENTS INVESTMENT SOLUTIONS | Chief Investment Officer
Stockton, CA 95219
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CRD#: 4559988
Professional summary
Tolen Clement Teigen, AIF®, CFP®, ChFC® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Stockton, California.
Tolen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Tolen has worked at 8 firms and has passed the Series 66, Series 87, Series 7 and Series 24 exams.
Biography
Tolen Teigen is the Chief Investment Officer of FinDec and holds a number of relevant financial certifications, including CFA, CFP, AIF, C(k)P, ChFC, CASL, AEP and MSFS.
A financial professional for nearly 20 years, Tolen has spent seven years on the FinDec leadership team helping people make sound financial decisions. Tolen takes great pride in helping individuals and families develop financial security so they can focus on their interpersonal desires and goals. Very few financial professionals are both a chartered financial analyst and a certified financial planner. Having both means Tolen brings a diverse background and understanding of how to work with both corporate clients and individual investors.
He has a track record of retaining clients and building on those relationships — clients regularly note that they fully trust him and will follow his advice wholeheartedly.
Tolen is a teacher at heart — it is something he is passionate about; he brings that teaching spirit into every meeting he has with clients and every conversation with his team members. In fact, he’s a surprisingly good coach of his kids’ sports teams.
From an early age, Tolen had an inkling that he wanted to help people plan for their financial futures. He fell in love with the stock market as a junior in high school, and his entire undergraduate and graduate education focused on financial planning and investment management. But he also had an upbringing that showed him a variety of people and backgrounds. He grew up in a very diverse environment and went to a performing arts school from the fifth grade through the end of high school. He can relate to people from all walks of life. He is an unbiased professional who can objectively see situations from all sides. It’s this centeredness, along with humility, that allows him to provide unbiased advice that’s always in the best interest of clients.
Tolen holds a BS in business administration and management from Northern Arizona University and MS in financial planning and services from The American College. He spends his free time with his family and also enjoys music, photography and a fine glass of whiskey paired with a cigar.
Question & Answer
What are your service offerings?
Business Succession Planning
Insurance Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Tax Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
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.
1. WESTERN ASSOCIATES, INC. DBA WESTERN ASSOCIATES INSURANCE SERVICES, 1776 W. MARCH LANE, STE. 190, STOCKTON, CA 95207; NON INVESTMENT-RELATED; TITLE: INSURANCE AGENT; START DATE-7/2013; 16 HOURS SPENT PER MONTH ALL DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Tolen Clement Teigen'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®
CFP®
Start date: 2006
Experience
Current
December 4, 2024 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 3031 West March Lane Ste 320 E, Stockton, CA 95219RIA
CRD#: 107498
Stockton, CA
Past
January 11, 2021 - December 2, 2024
FINDEC WEALTH SERVICES, INC.
RIA
CRD#: 311949
STOCKTON, CA
Past
July 25, 2013 - April 23, 2021
FINANCIAL DECISIONS, INC.
RIA
CRD#: 118883
STOCKTON, CA
Past
July 16, 2013 - July 16, 2013
FINANCIAL TELESIS INC
RIA
CRD#: 31012
STOCKTON, CA
Past
July 15, 2013 - September 3, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
STOCKTON, CA
Past
February 16, 2007 - June 26, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN DIEGO, CA
Past
February 16, 2007 - June 26, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN DIEGO, CA
Past
June 4, 2003 - December 31, 2007
MARATHON ADVISORS, INC
RIA
CRD#: 113696
ALBUQUERQUE, NM
Past
August 27, 2002 - December 20, 2006
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ALBUQUERQUE, NM
Past
August 27, 2002 - December 20, 2006
CRI SECURITIES, LLC
BD
CRD#: 22589
ALBUQUERQUE, NM
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
Arizona(2/13/2025)
IAR
California(12/5/2024)
IAR
Texas(12/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Chief Investment OfficerCRD#: 107498Stockton, CA 95219TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
