Joseph Robert Eichmann
Investment adviser representative at Intellicents Investment Solutions Inc
11 yearsExperience
1 stateRegistered in
$9.9BFirm assets
30 yearsFirm in business
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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
11 years in the industry.
- Intellicents Investment Solutions inc.Mar 2021 to now
- Virtus LLCOct 2019 to now
- Triad AdvisorsAug 2018 to Oct 2019
- Alera Investment Advisors, LLCJan 2017 to Oct 2019
- Minnesota Life Ins CoJul 2015 to Jul 2017
- Securian Financial Services, IncJul 2015 to Jul 2017
- Gcg Financial, Inc.Jul 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6531545
- Firm CRD
- 107498