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Molly Diane Magnuson

Intellicents Investment Solutions Inc.

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About Molly Diane Magnuson

Molly Diane Magnuson is a registered investment advisor representative with Intellicents Investment Solutions Inc. Molly has been in the financial services industry since 2013. Molly has passed the Series 6, Series 65, and SIE exams. Molly has experience working with individual and institutional clients. Molly specializes in providing financial planning, portfolio management, pension consulting, and educational seminars. Molly is also a licensed investment advisor in Kansas and Missouri. Prior to joining Intellicents Investment Solutions Inc., Molly worked at CBIZ FINANCIAL SOLUTIONS, INC.

Firm Information

Molly Magnuson 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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Molly Magnuson’s Registration & Firm History

MN

01/25/2022 - Present

Intellicents Investment Solutions Inc. (ALBERT LEA MN)

MO

05/02/2016 - 12/31/2021

CBIZ FINANCIAL SOLUTIONS, INC. (Kansas City MO)

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Licenses & Designations

IA

Issued 10/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Molly Diane Magnuson.
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