Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel E. Twedt has been a financial advisor for over 30 years. Joel began his career in the financial industry on December 11, 1989, and has been actively providing financial advice to clients in Iowa and Minnesota since that time. Joel is currently registered with Intellicents Investment Solutions Inc., a firm with over 40 investment advisor representatives and over 30 licensed agents, serving over 368 clients in a variety of capacities. Intellicents Investment Solutions Inc. specializes in managing the assets of individuals and institutional clients such as pension and profit-sharing plans. Joel and his team provide investment management services to individuals and pension plans, as well as provide financial planning advice. Joel is a graduate of the University of Iowa, where he earned a Bachelor of Arts degree in Economics.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
04/04/2018 - Present
Intellicents Investment Solutions Inc. (Lake Mills IA)
IA
07/26/1991 - 04/03/2018
SECURIAN FINANCIAL SERVICES, INC. (LAKE MILLS IA)
MN
08/16/1991 - 04/07/1994
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
12/12/1989 - 08/12/1991
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 12/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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