Samuel J. Matheson

INTELLICENTS INVESTMENT SOLUTIONS

Albert Lea, MN 56007

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CRD#: 6403147

Professional summary

Samuel Joel Matheson, CFP®, who also goes by Sam Matheson, Samuel Matheson, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Albert Lea, Minnesota.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Samuel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Matheson | Samuel Matheson

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. 100 North Broadway, Albert Lea, MN 56007. Licensed Insurance Agent, client needs Life/Accident/Health Insurance, provide options in financial plan. Start date:4/1/2020, 4 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Joel Matheson'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

Experience

Current

June 23, 2017 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 100 North Broadway, Albert Lea, MN 56007

RIA

CRD#: 107498

Albert Lea, MN

Past

November 18, 2014 - August 25, 2016

INTELLICENTS INVESTMENT SOLUTIONS INC

RIA

CRD#: 107498

ALBERT LEA, 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".

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
(6/23/2017)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2014

Uniform Investment Adviser Law Examination

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)

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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

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
12/09/2025	Cover Page	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.

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Samuel J. Matheson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Joel Matheson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLICENTS INVESTMENT SOLUTIONS INC

INTELLICENTS INVESTMENT SOLUTIONS INC

Primary Firm SEC Registration

INTELLICENTS INVESTMENT SOLUTIONS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2014

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

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