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JO

Jacob T. Olson

INTELLICENTS INVESTMENT SOLUTIONS
Pella, IA 50219
CRD#: 7962582
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JO
Jacob Thomas OlsonINTELLICENTS INVESTMENT SOLUTIONS

Professional summary

Jacob Thomas Olson, who also goes by Jacob Olson, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Pella, Iowa.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob Olson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Olson'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

May 15, 2026 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 725 Main Street, Pella, IA 50219
RIA
CRD#: 107498
Pella, IA
Past

October 17, 2024 - April 29, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
WEST DES MOINES, IA
Past

September 2, 2024 - April 29, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
WEST DES MOINES, 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.

Highlighted states indicate IAR registrations

IAR
Iowa
(5/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/31/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/21/2024
Securities Industry Essentials Examination

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)
Loading...

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

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498Pella, IA 50219

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