KA
Kevin D. Atnip
INTELLICENTS INVESTMENT SOLUTIONS
Albert Lea, MN 56007
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CRD#: 5881848
KA
Professional summary
Kevin Daniel Atnip is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Albert Lea, Minnesota and MUTUAL SECURITIES, INC. located in Albert Lea, Minnesota.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Kevin has worked at 5 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, 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., Start Date: 08/14/2023, 100 N Broadway Ave, Albert Lea, MN 56007, Corporation, RIA, Financial Consultant, I am an Advisor for Intellicents, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. New Ulm County Club, Start Date: 11/2020, 1 Golf Drive, New Ulm, MN 56073, Corporation, Board of Directors, Board Member, I am on the Board of Directors for the country Club, We meet monthly to discuss the Country Club, we discuss staffing, operations, and monthly financials for the club, Not Investment Related, 1 Hour per month, 0 hours per day during trading hours. 3. Insurance Agent, Start Date: 09/01/2023, Insurance Agent, When Client's need Life, Health, Disability Insurance, I will sell them necessary products 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 Kevin Daniel Atnip'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®
NoneExperience
Current
August 25, 2023 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 100 North Broadway, Albert Lea, MN 56007RIA
CRD#: 107498
Albert Lea, MN
Current
April 3, 2025 - Present
MUTUAL SECURITIES, INC.
Office #1: 100 North Broadway 1st Floor, Albert Lea, MN 56007BD
CRD#: 13092
Albert Lea, MN
Past
April 4, 2017 - March 8, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
June 5, 2014 - March 8, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
Houston, TX
Past
March 14, 2011 - November 18, 2013
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
THE WOODLANDS, TX
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
IAR
Minnesota(8/25/2023)
RR
Minnesota(5/16/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/3/2025
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498Albert Lea, MN 56007TRUST BUT VERIFY
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