MP
Matthew D. Palmer
INTELLICENTS INVESTMENT SOLUTIONS
Albert Lea, MN 56007
Some features on this profile are disabled
CRD#: 7467412
MP
Professional summary
Matthew David Palmer, who also goes by Matt Palmer, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Albert Lea, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Palmer
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.
Name of Business: Rooftop Inspections; Not investment related; PO Box 1033, Albert Lea, MN 56007; Roofing inspections; Co-Owner; Started: 05/2018; Approximately 5 hours per month dedicated; 0 hours during securities trading hours; Inspecting rooftops. Name of Business: Crossfit Innerdrive ; Not investment related; 2610 Yh Hanson Ave, Albert Lea, MN 56007; Crossfit Coach, leading and instructing other members in class/workout setting. Started 10/11/2021 : Approximately 12 hours per month; 0 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Palmer'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
October 7, 2022 - Present
INTELLICENTS INVESTMENT SOLUTIONS INC
Office #1: 100 North Broadway, Albert Lea, MN 56007RIA
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".
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.Highlighted states indicate IAR registrations
IAR
Minnesota(10/7/2022)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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 |
|---|---|---|
| 11/21/2024 |
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#: 107498Albert Lea, MN 56007TRUST BUT VERIFY
Monitor Matthew Palmer
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
