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Samuel Joel Matheson

Intellicents Investment Solutions Inc.

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About Samuel Joel Matheson

Samuel Matheson is a financial advisor at Intellicents Investment Solutions Inc. Samuel has been in the industry for over 6 years and specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. Samuel is a Certified Financial Planner. Intellicents Investment Solutions Inc. is a Registered Investment Advisor with over 368 clients and over $6 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals.

Firm Information

Samuel Matheson 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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Samuel Matheson’s Registration & Firm History

MN

06/23/2017 - Present

Intellicents Investment Solutions Inc. (ALBERT LEA MN)

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Licenses & Designations

IA

Issued 11/18/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Joel Matheson.
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