Intellicents Investment Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars. Financial planning was provided to 2,000 clients last fiscal year.
Intellicents Investment Solutions reports 8,280 clients. They include 7,018 individual clients, 758 high-net-worth individuals, and 504 pension and profit-sharing plans. Of its assets, 69.6% ($6.9B across 4,197 accounts) are managed with discretion; $3.01B across 4,083 accounts are not. A wrap fee program the firm both sponsors and manages holds $301M. It advised 92 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 10% |
| High-net-worth individuals | 9% | 13% |
| Pension and profit-sharing plans | 6% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7,018 | $989M | 10.0% | $141K |
| High-net-worth individuals | 758 | $1.33B | 13.4% | $1.76M |
| Pension and profit-sharing plans | 504 | $7.59B | 76.6% | $15.1M |
| Total | 8,280 | $9.92B | 100% | $1.2M |
- Clients
- 7,018
- Regulatory AUM
- $989M
- AUM share
- 10.0%
- Avg. per client
- $141K
- Clients
- 758
- Regulatory AUM
- $1.33B
- AUM share
- 13.4%
- Avg. per client
- $1.76M
- Clients
- 504
- Regulatory AUM
- $7.59B
- AUM share
- 76.6%
- Avg. per client
- $15.1M
Total
- Clients
- 8,280
- Regulatory AUM
- $9.92B
- AUM share
- 100%
- Avg. per client
- $1.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 92
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2000
Intellicents Investment Solutions is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and commissions; its fees and minimums are set out in its brochures on the SEC website.
Bradley Arends owns 25% to 50% of Intellicents Investment Solutions. The leadership team of Intellicents Investment Solutions includes President Bradley Arends and Chief Compliance Officer Nicholas Holmes. It has 80 employees, 48 of them in advisory roles.
Leadership
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
Matthew TwedtPresident of Personal Financial Managment
Nicholas HolmesChief Compliance Officer- Robert ReiterBoard Member/Director
- Grant ArendsCOO
Investment adviser representatives
61 representatives listed in the SEC register as of 9 October 2026.
- David Keith Arndt
- Kevin Daniel Atnip
- Jaspreet Aujla
- Nicholas Edward Austin
- Jeffrey Matthew Belton
- Thomas Joseph Berger
- Kenneth Eugene Burkhead III
- David John Busselman
- Elizabeth Duggan
- Jonathan Richard Duggan
- Paul Shaughnessy Duggan
- Peter Christopher Duggan
- Benjamin Rives Easters
- Joseph Robert Eichmann
- Kaden Evans
- Elizabeth A Fugenschuh
- Jared Douglas Goforth
- Daniel Allen Hamm
- Misael Neftali Herrera Granados
- Megan Elizabeth Holland
- David Mark Iverson
- Alexander Throne Jantsch
- Lynn Allen Kermes
- Craig Stephen Korol
- Petros Panayotis Koumantaros
- Thomas Arthur Krusic
- Isaac William Letsch
- Molly Diane Magnuson
- Kevin Eugene Mahoney
- Robert Paul Mastel
- Samuel Joel Matheson
- Connie Suzanne McCleary-Geiger
- Kyle Joseph Nelson
- Jacob Thomas Olson
- Matthew David Palmer
- Brian Thomas Paulsen
- Jonathan Perrin
- Devin Larry Reimer
- Cathy Ann Reinhardt
- Bryan Allen Sarff
- James Mathew Schaeve Jr
- Tyler Edward Schultz
- Angelina Hope Schuman
- Amanda Marie Smith
- Matthew Louis Stay
- Lindsay Renae Stout
- Tolen Clement Teigen
- Joel E Twedt
- Robin Kay Vink
- Matthew Reed Walter
- Brian Bertron Westemeyer
- Christopher James Whittaker
- Scott Christopher Wightman
Staff
- 80 employees
- 48 in advisory functions
- 51 state-registered reps
- 14 broker-dealer reps
- 43 insurance agents
- 3 soliciting firms
- Owns 25% to 50% of Intellicents Investment Solutions Inc
Bradley Arends
Control person · since May 1995
- Owns 25% to 50% of Intellicents Investment Solutions Inc
Grant Arends
Control person · since May 1995
- Owns 10% to 25% of Intellicents Investment Solutions Inc
Iistfs, LLC
since January 2020
- Owns 75% or more of Iistfs, LLC
Matthew Twedt
Control person · since January 2020
- Owns 5% to 10% of Intellicents Investment Solutions Inc
Nicholas Madl
Control person · since January 2022
- Owns 5% to 10% of Intellicents Investment Solutions Inc
Brandon Budd
Control person · since January 2024
- Owns 5% to 10% of Intellicents Investment Solutions Inc
Iismadl, LLC
since March 2023
Intellicents Investment Solutions’ regulatory assets grew 2.0× from $5.04B (July 2021) to $9.92B (June 2026); clients rose from 2,502 to 8,280 and employees from 41 to 80. In 2021, Reinhardt Financial Services joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $9.92B | 8,280 | 80 | 14 |
| May 2025May 2025 | $7.36B | 6,093 | 67 | 11 |
| Mar 2024March 2024 | $6.01B | 4,381 | 64 | 9 |
| Mar 2023March 2023 | $5.07B | 3,031 | 61 | 10 |
| Apr 2022April 2022 | $5.45B | 2,624 | 48 | 9 |
| Jul 2021July 2021 | $5.04B | 2,502 | 41 | 9 |
Firms that joined
20211 joined
- Reinhardt Financial ServicesNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Intellicents Investment Solutions has 13 offices, with 14 listed addresses across 8 states.
Kansas · 4 listed addresses
- 211 East 8th Street, Lawrence
- 211 East 8th Street, Lawrence
- 7101 College BLVD., Overland Park
- 10333 East 21st Street North, Wichita
Iowa · 2 listed addresses
- 725 Main Street, Pella
- 402 Main Street W, Lake Mills
Minnesota · 2 listed addresses
- 100 North Broadway, Albert LeaHQ
- 8200 Commonwealth Drive, Eden Prairie
Texas · 2 listed addresses
- 13341 W US Hwy 290, Austin
- 330 Morrison Park Drive, Southlake
California · 1 listed address
- 3031 W March Lane, Stockton
Colorado · 1 listed address
- 1111 Washington Avenue, Golden
Florida · 1 listed address
- 341 N. Maitland Ave., Maitland
North Dakota · 1 listed address
- 1133-D Harwood Drive S., Fargo
Contact and registration details
- Legal name
- Intellicents Investment Solutions Inc
- Headquarters
- 100 North Broadway, Albert Lea, MN 56007
- Website
- intellicents.com
- Phone
- 507-377-2919
- @intellicents
- SEC file
- 801-51382
- Structure
- Minnesota corporation
- Fiscal year end
- December
Intellicents Investment Solutions’ named custodians for separately managed accounts include Charles Schwab ($2.99B, 39%), Great-West Trust ($2.58B, 34%) and Alerus Securities ($1.11B, 14%). Intellicents Investment Solutions has custody of $31M for 64 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.99B39%
- Great-West TrustGreat-West Trust Company · Greenwood Village, CO · $2.58B34%
- Alerus SecuritiesAlerus Securities Corporation · Grand Forks, ND · $1.11B14%
- Matrix TrustMatrix Trust Company · Denver, CO · $995M13%
At year end, Intellicents Investment Solutions’ separately managed accounts were mostly in funds (74%) and stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities20%
- Non-exchange-traded equities3%
- Funds74%
- Bonds1%
- Cash2%
How many clients does Intellicents Investment Solutions have?
Intellicents Investment Solutions has 8,280 clients and manages $9.92 billion for them, as of June 2026. They include 7,018 individual clients, 758 high-net-worth individuals, and 504 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 June 2026
What services does Intellicents Investment Solutions offer?
Intellicents Investment Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Intellicents Investment Solutions use?
Intellicents Investment Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.99B, Great-West Trust Company (Greenwood Village, CO), with $2.58B, Alerus Securities Corporation (Grand Forks, ND), with $1.11B and Matrix Trust Company (Denver, CO), with $995M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 June 2026
How many financial advisors does Intellicents Investment Solutions have?
Intellicents Investment Solutions has 51 investment adviser representatives registered with state securities authorities, out of 80 employees, and 48 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 43 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Intellicents Investment Solutions invest in?
At the end of its last fiscal year, Intellicents Investment Solutions’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 3% non-exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Intellicents Investment Solutions?
Intellicents Investment Solutions is owned through a holding company by Matthew Twedt. Its direct owners are Bradley Arends, Grant Arends, Iistfs, LLC, Nicholas Madl, Brandon Budd and Iismadl, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 June 2026
How does Intellicents Investment Solutions get paid?
Intellicents Investment Solutions is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Intellicents Investment Solutions?
Intellicents Investment Solutions’ main office is at 100 North Broadway, Albert Lea, MN 56007. Its phone number is 507-377-2919. Its website is intellicents.com.