MT
Matthew J. Twedt
INTELLICENTS INVESTMENT SOLUTIONS
Lake Mills, IA 50450
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CRD#: 5357620
MT
Professional summary
Matthew Joel Twedt, CFP® is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Lake Mills, Iowa and MUTUAL SECURITIES, INC. located in Albert Lea, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 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., Corporation, Start Date: 01/01/2020, 100 N. Broadway Ave, Albert Lea, MN 56007, LLC, RIA, President of Personal Financial Management, This is the RIA for our investment advisory business, currently have a small salary for the role as President of Personal Financial Management, Investment Related, 60 Hours per month, 2 Hours per day during trading hours. 2. IISTFS, LLC., Start Date: 02/28/2019, 201 Lloyd Place, Albert Lea, MN 56007, Pass through entity, President, This is a pass through entity. As of 01/01/2020 iistfs, llc owns 10% of intellicents, Inc. and intellicents Investment solutions, inc., Investment Related, 0 hours per month, 0 hours per day during trading hours. 3. Intellicents, Inc., Start Date: 01/01/2020, 100 N. Broadway, Albert Lea, MN 56007, C Corporation, Parent Company for Intellicents Investment solutions; Administrative Entity, Partial Owner and President, President of Personal Financial Management, oversee day to day operations of parent company, Not Investment Related, 210 Hours per month, 7 Hours per day during trading hours. 4. Insurance, Start date: 7/1/2008, 100 N Broadway, Albert Lea, MN 56007, Independent, Insurance, Licensed Insurance Agent, When client's need Life/Health/Disability insurance, I will sell them the necessary product to suit their needs, Investment Related, 8 hours per month, .5 hours per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Joel Twedt'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: 2010
Experience
Current
April 5, 2018 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 402 Main Street W, Lake Mills, IA 50450RIA
CRD#: 107498
Lake Mills, IA
Current
April 2, 2018 - Present
MUTUAL SECURITIES, INC.
Office #1: 100 North Broadway 1st Floor, Albert Lea, MN 56007BD
CRD#: 13092
Albert Lea, MN
Past
September 8, 2008 - April 3, 2018
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
LAKE MILLS, IA
Past
July 2, 2007 - April 3, 2018
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
LAKE MILLS, 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".
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
California(8/6/2025)
RR
Colorado(4/2/2018)
RR
Florida(4/2/2018)
RR
Idaho(4/2/2018)
RR
Iowa(4/2/2018)
IAR
Iowa(4/5/2018)
RR
Michigan(1/7/2019)
RR
Minnesota(4/2/2018)
IAR
Minnesota(4/5/2018)
RR
Ohio(6/30/2021)
RR
Pennsylvania(9/16/2025)
IAR
Texas(11/22/2021)
RR
Wisconsin(4/2/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)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#: 107498Lake Mills, IA 50450TRUST BUT VERIFY
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