Devin L. Reimer

INTELLICENTS INVESTMENT SOLUTIONS

Pella, IA 50219

Some features on this profile are disabled

CRD#: 4909998

Professional summary

Devin Larry Reimer, CFP® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Pella, Iowa and MUTUAL SECURITIES, INC. located in Pella, Iowa.

Devin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Devin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 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.

1. INTELLICENTS INVESTMENT SOLUTIONS, INC., START DATE: 6/18/2018, 725 MAIN ST., PELLA, IA 50219, LLC, RIA, FINANCIAL CONSULTANT, PROVIDE INVESTMENT AND FINANCIAL PLANNING SERVICES TO CLIENTS, INVESTMENT RELATED, 240 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 2. INDEPENDENT INSURANCE AGENT, START DATE: 2010, 725 MAIN ST., PELLA, IA 50219, OFFER INSURANCE PRODUCTS TO CLIENTS, INSURANCE PRODUCER, OFFER LIFE INSURANCE AND ANNUITIES TO CLIENTS, INVESTMENT RELATED, 3 HOURS PER MONTH, 1.5 HOURS PER DAY DURING TRADING HOURS. 3. Intellicents of Pella, LLC., Start Date: 06/15/2018, 725 Main St., Pella, IA 50219, Administrative Operations, President, Leadership of the office in Pella Iowa, Not Investment Related, 240 hours per month, 6 hours per day during trading hours. 4. DR Holdings, Inc., Start Date: 06/15/2018, 725 Main St., Pella, IA 50219, LLC, Holding Company, President, This entity holds my stock in Intellicents of Pella, Investment Related, 1 Hour per month, 0 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Larry Reimer'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

June 18, 2018 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 725 Main St., Pella, IA 50219

RIA

CRD#: 107498

Pella, IA

Current

June 18, 2018 - Present

MUTUAL SECURITIES, INC.

Office #1: 725 Main St, Pella, IA 50219

CRD#: 13092

Pella, IA

Past

April 7, 2014 - June 15, 2018

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

PELLA, IA

Past

April 7, 2014 - June 15, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

PELLA, IA

Past

October 15, 2010 - April 10, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WEST DES MOINES, IA

Past

October 15, 2010 - April 10, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

WEST DES MOINES, IA

Past

November 16, 2009 - August 2, 2010

DIRECTED SERVICES LLC

RIA

CRD#: 21675

DES MOINES, IA

Past

February 23, 2005 - August 2, 2010

DIRECTED SERVICES LLC

CRD#: 21675

DES MOINES, IA

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".

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.

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

Arkansas
(6/18/2018)

Iowa
(6/18/2018)

IAR

Iowa
(6/18/2018)

Minnesota
(6/18/2018)

Missouri
(6/18/2018)

Nebraska
(6/18/2018)

Texas
(6/18/2018)

IAR

Texas
(6/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/13/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/26/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/22/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/19/2005

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

SEC notice filing (43 States and Territories)

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 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	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.

Similar Advisors

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lisa Grimes

SANCTUARY ADVISORS, LLC

IAR

MIAMI, FL

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Devin L. Reimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Larry Reimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

DIRECTED SERVICES LLC

DIRECTED SERVICES LLC

Primary Firm SEC Registration

INTELLICENTS INVESTMENT SOLUTIONS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2009

Series 63

Date: 5/26/2006

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2010

Series 6

Date: 2/22/2005

Series 26

Date: 4/19/2005

FINRA

Current Firm

INTELLICENTS INVESTMENT SOLUTIONS INC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

TRUST BUT VERIFY

Similar Advisors