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Matthew David Palmer

Intellicents Investment Solutions Inc.

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About Matthew David Palmer

Matthew Palmer is a Registered Investment Advisor Representative at Intellicents Investment Solutions Inc. in Albert Lea, Minnesota. Matthew has been registered with the SEC since 2022 and is currently registered with the state of Minnesota. Matthew has passed the Series 65 exam, and has been working in the financial services industry since 2021. Prior to joining Intellicents Investment Solutions Inc., Matthew worked as a rooftop inspector, and as a Crossfit coach. Matthew specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Matthew Palmer 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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Matthew Palmer’s Registration & Firm History

MN

10/07/2022 - Present

Intellicents Investment Solutions Inc. (ALBERT LEA MN)

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Licenses & Designations

IA

Issued 10/07/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew David Palmer.
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