Kevin Dulitz has been Vice President of Employee Benefits of Intellicents Investment Solutions since December 2016, is not listed as a control person, but directly owns under 5% of the firm. Kevin Dulitz holds a Bachelor of Science in Finance from Minnesota State University Mankato.
Intellicents Investment Solutions Inc is an Albert Lea, MN firm with $9.92B under management, 8,280 clients and 48 advisers across 14 offices, as of its June 2026 filing.
Kevin Dulitz is Vice President of Employee Benefits of intellicents. He joined the firm in September 1991 and leads the sales and service operations of its Group Retirement and Group Insurance departments. His roles have included Senior Consultant, with direct client responsibility concentrating in the design, communication and funding of defined contribution plans and of group benefit plans.
- – present · 12 yearsAlbert Lea, MN · Adviser representative · Firm CRD 107498
Professional designations
Listed by Intellicents Investment Solutions
- AIF®
- CRPS®
Investment adviser representative registrations
Kevin Dulitz is registered as an investment adviser representative in Minnesota, since September 2014.
- MinnesotaSince 22 September 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevin Earl Dulitz
- CRD
- 2185469
- Firm
- Intellicents Investment Solutions · CRD 107498
- Role
- Vice President of Employee Benefits
- Office
- 100 NORTH BROADWAY, Albert Lea, MN 56007
- Registration
- Investment adviser registration
- In the industry since
- March 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- intellicents.com
Where does Kevin Dulitz work?
Kevin Dulitz has been Vice President of Employee Benefits of Intellicents Investment Solutions Inc since December 2016.
Is Kevin Dulitz a financial advisor?
Yes. Kevin Dulitz has a current investment-adviser registration in Minnesota, through Intellicents Investment Solutions since September 2014.
How many years of experience does Kevin Dulitz have?
Kevin Dulitz has 34 years in the financial industry, since March 1992, across 1 adviser firm.
What exams has Kevin Dulitz passed?
Kevin Dulitz has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 1991. FINRA credited Kevin Dulitz with the SIE, which began in October 2018.
Where is Kevin Dulitz based?
Kevin Dulitz’s registered office is in Albert Lea, MN.
Is Kevin Dulitz registered with FINRA?
No. Kevin Dulitz has no current broker registration.
How can I verify Kevin Dulitz’s record?
Search CRD 2185469 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Dulitz’s full registration record.
Bradley ArendsPresident & CEO
Brandon BuddPresident of Retirement Services - Direct Owner
Nicholas MadlVice President of Personal Finance Management- Amanda ScottVice President of Operations
Matthew TwedtPresident of Personal Financial Managment
Nicholas HolmesChief Compliance Officer- Robert ReiterBoard Member/Director
Thomas SingsankCFO- Grant ArendsCOO