Joseph R. Eichmann
Professional summary
Joseph Robert Eichmann, who also goes by Joseph Eichmann, Joey Robert Eichmann, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Southlake, Texas.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joseph has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Robert Eichmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 20, 2021 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 330 Morrison Park Drive Suite 130, Southlake, TX 76092October 24, 2018 - October 15, 2019
ALERA INVESTMENT ADVISORS, LLC
October 16, 2018 - October 14, 2019
TRIAD ADVISORS LLC
October 14, 2015 - June 29, 2017
SECURIAN FINANCIAL SERVICES, INC.
August 12, 2015 - June 29, 2017
SECURIAN FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/20/2021)
Exams
Current Firm
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
Contact information
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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