Matthew Twedt has been President of Personal Financial Managment of Intellicents Investment Solutions since January 2020, is a control person of the firm and directly owns under 5% of it. Matthew Twedt holds a Bachelor of Science in Finance from Minnesota State University.
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.
Matt Twedt is President of intellicents. He guides the firm's strategy, growth and continued evolution, and has been with intellicents since joining in 2018. He began his career in 2008 at Twedt Financial Services, the firm he built alongside his father, Joel.
Matthew Twedt’s longest registration was 9 years at Securian Financial Services, Inc. (2008–2018). Before joining Intellicents Investment Solutions in 2018, Matthew Twedt was registered through Securian Financial Services, Inc.
- – present · 8 yearsLake Mills, IA · Adviser representative · Firm CRD 107498
- Securian Financial Services, Inc.– · 9 yearsLake Mills, IA · Adviser representative · Firm CRD 15296
Professional designations
Listed by Intellicents Investment Solutions
- CFP®
- CLTC®
Investment adviser representative registrations
Matthew Twedt is registered as an investment adviser representative in 3 states. The first approvals date from April 2018; the most recent is Texas, in November 2021.
- IowaSince 5 April 2018
- MinnesotaSince 5 April 2018
- TexasSince 22 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 July 2007 |
| Series 7 | General Securities Representative Examination | 25 June 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Joel Twedt
- CRD
- 5357620
- Firm
- Intellicents Investment Solutions · CRD 107498
- Role
- President of Personal Financial Managment
- Office
- 402 Main Street W, Lake Mills, IA 50450
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- intellicents.com
Where does Matthew Twedt work?
Matthew Twedt has been President of Personal Financial Managment of Intellicents Investment Solutions Inc since January 2020, and is a control person of the firm.
Is Matthew Twedt a financial advisor?
Yes. Matthew Twedt has a current investment-adviser registration in Iowa, Minnesota and Texas, through Intellicents Investment Solutions since April 2018.
How many years of experience does Matthew Twedt have?
Matthew Twedt has 19 years in the financial industry, since July 2007, across 2 adviser firms.
What exams has Matthew Twedt passed?
Matthew Twedt has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2007. FINRA credited Matthew Twedt with the SIE, which began in October 2018.
Where did Matthew Twedt work before Intellicents Investment Solutions?
Before Intellicents Investment Solutions, Matthew Twedt was registered through Securian Financial Services, Inc., September 2008 to April 2018.
Where is Matthew Twedt based?
Matthew Twedt’s registered office is in Lake Mills, IA.
Is Matthew Twedt registered with FINRA?
Yes. Matthew Twedt has a current broker registration, under CRD 5357620.
Source: FINRA BrokerCheck
Is Matthew Twedt a CFP?
Intellicents Investment Solutions lists Matthew Twedt with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Twedt’s record?
Search CRD 5357620 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Twedt’s full registration record.
Bradley ArendsPresident & CEO
Brandon BuddPresident of Retirement Services - Direct Owner
Kevin DulitzVice President of Employee Benefits
Nicholas MadlVice President of Personal Finance Management- Amanda ScottVice President of Operations
Nicholas HolmesChief Compliance Officer- Robert ReiterBoard Member/Director
Thomas SingsankCFO- Grant ArendsCOO