Joel E Twedt
Investment adviser representative at Intellicents Investment Solutions Inc
46 yearsExperience
2 statesRegistered in
ChFC®Designation
$9.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
46 years in the industry.
- Intellicents Investment Solutions IncApr 2018 to now
- Mutual SecuritiesApr 2018 to now
- Independent Insurance AgentJun 1980 to now
- Securian Financial Services, Inc.Jul 1991 to Apr 2018
- Minnesota Life Insurance Co.Jun 1986 to Apr 2018
- Securian Advisors of Iowa IncJun 1986 to Apr 2018
- Twedt Financial Services, Inc.Jan 1980 to Jan 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 2 states (IA, MN).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1995644
- Firm CRD
- 107498