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INTELLICENTS INVESTMENT SOLUTIONS INC

ALBERT LEA, MN · CRD 107498 · IAPD ↗ · 507-377-2919

$9.92BRegulatory AUM
48Advisory reps
80Employees
92Clients
More than 500Planning clients
0Private funds
47States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — INTELLICENTS INVESTMENT SOLUTIONS INC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — INTELLICENTS INVESTMENT SOLUTIONS INC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — INTELLICENTS INVESTMENT SOLUTIONS INC reported RAUM up 35% ($7.36B -> $9.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
March 2026 — INTELLICENTS INVESTMENT SOLUTIONS INC notice-filed in KY, NM, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — INTELLICENTS INVESTMENT SOLUTIONS INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — INTELLICENTS INVESTMENT SOLUTIONS INC notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — INTELLICENTS INVESTMENT SOLUTIONS INC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2025 — INTELLICENTS INVESTMENT SOLUTIONS INC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
April 2025 — INTELLICENTS INVESTMENT SOLUTIONS INC grew from 36 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — INTELLICENTS INVESTMENT SOLUTIONS INC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2025 — INTELLICENTS INVESTMENT SOLUTIONS INC notice-filed in CT, DC, GA, ID, IN, MA, MD, ME, MS, MT, NC, NV, PA, SC, UT, VA, VT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.