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Connie Suzanne McCleary-geiger

Intellicents Investment Solutions Inc.

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About Connie Suzanne McCleary-geiger

Connie McCleary-geiger is an investment advisor representative at Intellicents Investment Solutions Inc., registered in Iowa since November 25, 2024. Connie has a strong background in the financial services industry, having previously worked at Pentegra, Economic Group Pension Service, Bankers Trust, and Athene Asset Management. Connie McCleary-geiger specializes in financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for businesses and individuals. Connie McCleary-geiger holds the Series 65 Uniform Investment Adviser Law Examination and has several years of experience in the industry.

Firm Information

Connie McCleary-geiger is currently registered with Intellicents Investment Solutions Inc.. Intellicents Investment Solutions Inc. is an investment advisor headquartered in Albert Lea, MN. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. The firm manages over $6 billion in assets, serving a diverse client base of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Intellicents Investment Solutions Inc.

100 NORTH BROADWAY

ALBERT LEA, MN 56007

$6.01B

Assets Under Management

368

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connie McCleary-geiger’s Registration & Firm History

IA

11/25/2024 - Present

Intellicents Investment Solutions Inc. (Pella IA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connie Suzanne McCleary-geiger.
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