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Joseph Robert Eichmann

Intellicents Investment Solutions Inc.

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About Joseph Robert Eichmann

Joseph Eichmann is a registered investment advisor representative with Intellicents Investment Solutions Inc. based in Albert Lea, MN. Joseph has been in the industry since July 2015 and has experience with financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Joseph is also a licensed agent and provides life/accident/health insurance options as part of the financial planning process.

Firm Information

Joseph Eichmann 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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Joseph Eichmann’s Registration & Firm History

TX

04/20/2021 - Present

Intellicents Investment Solutions Inc. (Southlake TX)

TX

10/16/2018 - 10/14/2019

TRIAD ADVISORS LLC (Irving TX)

IL

08/12/2015 - 06/29/2017

SECURIAN FINANCIAL SERVICES, INC. (Chicago IL)

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Licenses & Designations

BOTH

Issued 10/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Robert Eichmann.
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