Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
INTELLICENTS INVESTMENT SOLUTIONS INC
Location
Albert Lea, MN 56007
Credentials
Series 65
Industry experience
9 years
Flat fees for selected services generally client specific, with $5,000 minimum.
$0 - $1,000,000,000: up to 0.85% for ERISA 3(21) Non-Discretionary Services $0 - $1,000,000,000: up to 1.20% for ERISA 3(38) Discretionary Services
Hourly fees range from $100 to $450 per hour for selected services; financial planning fees up to $500 per hour.
Account minimum: $8,000 minimum for HSA and VEBA Consulting Services; $5,000 minimum flat fee for selected retirement plan consulting services; no other specific minimums clearly stated Minimum fee: $5,000 minimum flat fee for selected services in Retirement Plan Consulting Fee-only: Financial planning fees up to $500 per hour; hourly fees range $100 to $450 per hour for selected services; fees negotiable and may be waived if combined with asset-based fees.
INTELLICENTS INVESTMENT SOLUTIONS, INC.
2023 - Present (3 years)
BerganKDV Wealth Management, LLC
2020 - 2023 (3 years)
INTELLICENTS INVESTMENT SOLUTIONS INC
2016 - 2020 (4 years)
INTELLICENTS INC
2016 - 2020 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
