Matthew David Palmer
Investment adviser representative at Intellicents Investment Solutions Inc
15 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
15 years in the industry.
- Intellicents Investment Solutions, inc.Oct 2021 to now
- Rooftop InspectionsMay 2018 to now
- Unemployed/studentOct 2011 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7467412
- Firm CRD
- 107498