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MS

Matthew L. Stay

INTELLICENTS INVESTMENT SOLUTIONS
Lake Mills, IA 50450
Some features on this profile are disabled
CRD#: 7434496
MS

Professional summary

Matthew Louis Stay is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Lake Mills, Iowa and MUTUAL SECURITIES, INC. located in Lake Mills, Iowa.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO, SIE, Series 3 and Series 30 exams.

top-8-questions

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: 04/27/2021, 402 W Main St., Lake Mills, IA 50450, RIA, Financial Consultant, Individual Financial Planning & Advising, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Louis Stay'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®
None

Experience

Current

January 28, 2022 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 402 West Main, Lake Mills, IA 50450
RIA
CRD#: 107498
Lake Mills, IA
Current

January 28, 2022 - Present

MUTUAL SECURITIES, INC.

Office #1: 402 W Main Street, Lake Mills, IA 50450
BD
CRD#: 13092
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
Illinois
(4/23/2025)
IAR
Iowa
(1/28/2022)
RR
Iowa
(3/21/2022)
RR
Minnesota
(2/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/28/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/4/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/19/2014
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 12/19/2014
NFA Branch Manager Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,103
AUM (Assets Under Management)$ 7,362,137,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498Lake Mills, IA 50450

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