Intellicents Investment Solutions Inc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 107498
· SEC file 801-51382
· Albert Lea, MN
· www.linkedin.com
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ADV data as of Jun 01, 2026
- Regulatory AUM
- $9.9B
- Discretionary
- $6.9B
- Clients
- 8,280
- Avg AUM / client
- $1.2M
- Accounts
- 8,280
- Employees
- 80
AUM over time
$793M
$9.9B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7,018 | $989M | 9.98% |
| High net worth individuals | 758 | $1.3B | 13.4% |
| Pension and profit sharing plans | 504 | $7.6B | 76.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (59)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Kent Arends | President & Ceo | May 1995 (31y) | 25% – 50% | |
| Grant Stephen Arends | Coo | May 1995 (31y) | 25% – 50% | |
| Singsank, Thomas, Ray | Cfo | Aug 2010 (16y) | Less than 5% | |
| Kevin Earl Dulitz | Vice President Of Employee Benefits | Sep 2014 (12y) | Less than 5% | |
| Amanda Dawn Scott | Vice President Of Operations | Jan 2017 (10y) | Less than 5% | |
| Nicholas Robert Madl | Vice President Of Personal Finance Management | CFP | Feb 2018 (8y) | ≈ 3.75% – 10% via Iismadl, Llc |
| Matthew Joel Twedt | Owner | CFP | Apr 2018 (8y) | ≈ 7.5% – 25% via Iistfs, Llc |
| Brandon Thomas Budd | President Of Retirement Services | May 2018 (8y) | ≈ 3.75% – 10% via Iisbudd, Llc | |
| Nicholas Ian Holmes | Chief Compliance Officer | Jul 2019 (7y) | Less than 5% | |
| Brian Bertron Westemeyer | Registered representative | Jan 2002 (25y) | ||
| Lynn Allen Kermes | Registered representative | Sep 2014 (12y) | ||
| Nicholas Edward Austin | Registered representative | Sep 2014 (12y) | ||
| David John Busselman | Registered representative | CFP | Aug 2016 (10y) | |
| Samuel Joel Matheson | Registered representative | CFP | Jun 2017 (9y) | |
| Scott Christopher Wightman | Registered representative | CFA | Mar 2018 (8y) | |
| David Keith Arndt | Registered representative | Apr 2018 (8y) | ||
| David Mark Iverson | Registered representative | Apr 2018 (8y) | ||
| Joel E Twedt | Registered representative | Chartered Financial Consultant | Apr 2018 (8y) | |
| Petros Panayotis Koumantaros | Registered representative | Jun 2018 (8y) | ||
| Devin Larry Reimer | Registered representative | CFP | Jun 2018 (8y) | |
| Lindsay Renae Stout | Registered representative | CFP | Aug 2018 (8y) | |
| Elizabeth A Fugenschuh | Registered representative | CFP | Feb 2019 (7y) | |
| Jeffrey Matthew Belton | Registered representative | Mar 2019 (7y) | ||
| Jared Douglas Goforth | Registered representative | Feb 2020 (6y) | ||
| Joseph Robert Eichmann | Registered representative | Apr 2021 (5y) | ||
| Thomas Arthur Krusic | Registered representative | CFP | May 2021 (5y) | |
| Cathy Ann Reinhardt | Registered representative | CFP | Aug 2021 (5y) | |
| Molly Diane Magnuson | Registered representative | Jan 2022 (5y) | ||
| Matthew Louis Stay | Registered representative | Jan 2022 (5y) | ||
| Daniel Allen Hamm | Registered representative | CFP | May 2022 (4y) | |
| Megan Elizabeth Holland | Registered representative | Jul 2022 (4y) | ||
| Jonathan Perrin | Registered representative | CFP | Nov 2022 (4y) | |
| Landon Vander Leest | Registered representative | Dec 2022 (4y) | ||
| Robin Kay Vink | Registered representative | Jun 2023 (3y) | ||
| Kyle Joseph Nelson | Registered representative | Jul 2023 (3y) | ||
| Kevin Eugene Mahoney | Registered representative | Aug 2023 (3y) | ||
| Kevin Daniel Atnip | Registered representative | CFP | Aug 2023 (3y) | |
| Amanda Marie Smith | Registered representative | Oct 2023 (3y) | ||
| Brian Thomas Paulsen | Registered representative | Jan 2024 (3y) | ||
| Bryan Allen Sarff | Registered representative | CFP | Jan 2024 (3y) | |
| Kenneth Eugene Burkhead | Registered representative | Jan 2024 (3y) | ||
| Misael Neftali Herrera Granados | Registered representative | Jan 2024 (3y) | ||
| Connie Suzanne Mc Cleary Geiger | Registered representative | Nov 2024 (2y) | ||
| Tolen Clement Teigen | Registered representative | CFP Chartered Financial Consultant CFA | Dec 2024 (2y) | |
| Benjamin Rives Easters | Registered representative | Apr 2025 (1y) | ||
| Christopher James Whittaker | Registered representative | May 2025 (1y) | ||
| Robert Paul Mastel | Registered representative | CFP | Oct 2025 (1y) | |
| Isaac William Letsch | Registered representative | Nov 2025 (1y) | ||
| Peter Christopher Duggan | Registered representative | Jan 2026 (1y) | ||
| Matthew David Palmer | Registered representative | Jan 2026 (1y) | ||
| Jonathan Richard Duggan | Registered representative | Feb 2026 (0y) | ||
| Paul Shaughnessy Duggan | Registered representative | CFP | Mar 2026 (0y) | |
| Alexander Throne Jantsch | Registered representative | CFA | Apr 2026 (0y) | |
| Jacob Thomas Olson | Registered representative | May 2026 (0y) | ||
| Elizabeth Duggan | Registered representative | May 2026 (0y) | ||
| Craig Stephen Korol | Registered representative | CFP Chartered Financial Consultant | Jun 2026 (0y) | |
| Matthew Reed Walter | Registered representative | Jun 2026 (0y) | ||
| Tyler Edward Schultz | Registered representative | CFP | Jun 2026 (0y) | |
| Kaden Evans | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Iistfs, Llc | Direct Owner | Jan 2020 | A | 10% – 25% |
| Iismadl, Llc | Direct Owner | Jan 2024 | A | 5% – 10% |
| Iisbudd, Llc | Direct Owner | Jan 2024 | A | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nicholas Robert Madl: 75% – 100% of Iismadl, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Matthew Joel Twedt: 75% – 100% of Iistfs, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Brandon Thomas Budd: 75% – 100% of Iisbudd, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (68)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ubg 401(k) Garden City (Sh Plan) | Garden City Co Op, Inc. | 141 | $11.1M | 09/01/2024 |
| Short Elliott Hendrickson, Inc. Profit Sharing And 401(k) Plan | Short Elliott Hendrickson, Inc. | 929 | $217M | 07/01/2024 |
| Ubg 401(k) Ag Plus Cooperative | Ag Plus Cooperative | 153 | $7.2M | 01/01/2024 |
| Southwestern Interiors 401(k) Plan | Southwestern Carpets, Llc | 0 | $0 | 01/01/2024 |
| Direct Response Insurance Administrative Services, Inc. Profit Sharing 401 K Plan & Trust | Driasi | 98 | $17.0M | 01/01/2024 |
| Bedford Industries, Inc. Salary Savings Plan | Bedford Industries, Inc. | 364 | $71.3M | 01/01/2024 |
| Central Farm Service 401(k) Plan | Central Farm Service | 300 | $41.8M | 01/01/2024 |
| Peoples Financial Corporation 401(k) Profit Sharing Plan | Peoples Financial Corporation | 127 | $25.8M | 01/01/2024 |
| Vermeer Corporation 401(k) Retirement Plan | Vermeer Corporation | 4,103 | $499M | 01/01/2024 |
| Ubg 401(k) Fca/Vision Ag | Farmers Coop Assn And Vision Ag, Llc | 139 | $5.3M | 01/01/2024 |
| Dickson Diveley Midwest Orthopaedic Clinic, Llc 401(k) Profit Sharing Plan | Dickson Diveley Midwest Orthopaedic Clinic, Llc | 596 | $57.7M | 01/01/2024 |
| Flint Hills Resources Union Employees 401(k) Plan | Flint Hills Resources Pine Bend, Llc | 591 | $248M | 01/01/2024 |
| Home Federal Savings Bank 401(k) Retirement Plan | Home Federal Savings Bank | 30 | $33.3M | 01/01/2024 |
| Aptum Technologies (Usa) Inc. 401(k) Savings Plan | Aptum Technologies (Usa) Inc. | 55 | $9.6M | 01/01/2024 |
| Kooima Company, Llc 401(k) Plan | Kooima Company, Llc | 162 | $7.9M | 01/01/2024 |
| Fairwave Holdings 401 K Savings Plan | Fairwave Holdings Llc | 390 | $2.9M | 01/01/2024 |
| Xaloy 401 K Plan | Xaloy Llc | 235 | $23.7M | 01/01/2024 |
| Innovance, Inc. 401(k) Plan | Innovance, Inc. | 377 | $34.1M | 01/01/2024 |
| Wurk 401(k) Plan | Wurkforce, Inc. | 6,647 | $23.8M | 01/01/2024 |
| Option Care Health 401(k) Plan | Option Care Health, Inc. | 7,984 | $413M | 01/01/2024 |
| Osborn 401(k) Plan | Osborn Llc | 180 | $25.6M | 01/01/2024 |
| Ccb 401(k) Retirement Plan | Country Club Bank | 424 | $76.2M | 01/01/2024 |
| G&C Staffing Retirement Savings Plan | G&C Staffing Llc | 583 | $3.3M | 01/01/2024 |
| Avi Systems, Inc. Employee Stock Ownership Plan | Avi Systems, Inc. | 1,191 | $399M | 01/01/2024 |
| Tri 3, Inc. 401(k) Retirement Savings Plan | Tri 3, Inc. | 103 | $3.8M | 01/01/2024 |
Top 25 of 68 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $3.0B (30% of AUM) Jun 2026
- Great West Trust Company, Llc $2.6B (26% of AUM) Jun 2026
- Alerus Securities Corporation $1.1B (11% of AUM) Jun 2026
- Matrix Trust Company $995M (10% of AUM) Jun 2026
- National Financial Services (Fidelity) $621M (11% of AUM) Apr 2022
- Principal Trust Company $594M (12% of AUM) Jan 2022
- Wells Fargo $475M (13% of AUM) Jan 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗