Matthew Joel Twedt
Investment Adviser Representative at Intellicents Investment Solutions Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Joel Twedt is an investment adviser representative with Intellicents Investment Solutions Inc in Lake Mills, IA, where they have been registered since 2018. They have worked in the securities industry since 2007 and were previously registered with Securian Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Iowa, Minnesota, and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa, Minnesota, Texas
- Broker:
14 states and territories
Arizona, California, Colorado, Florida, Idaho, Iowa, Massachusetts, Michigan, Minnesota, New York, Ohio, Pennsylvania, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Securian Financial Services Inc.Jun 2007 – Apr 2018St. Paul, MN
- Minnesota LIFEJun 2007 – Apr 2018St. Paul, MN
- Securian Advisors MidamericaJun 2007 – Apr 2018Lake Mills, IA
- Mutual Securities IncApr 2018 – no end date reportedCamarillo, CA
- Intellicents Investment Solutions IncApr 2018 – no end date reportedAlberta Lea, MN
- Independent Insurance AgentJun 2008 – no end date reportedLake Mills, IA
- Twedt Financial ServicesApr 2018 – Jan 2020Lake Mills, IA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Intellicents Investment Solutions Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- ERISA 3(21) Non-Discretionary - Retirement Plan0.85%
- ERISA 3(38) Discretionary - Retirement Plan1.20%
- HSA Consulting Services0.35%
- Individual Wealth Management1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 59
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Albert Lea, MN
- SEC file number:
- 801-51382
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Intellicents Investment Solutions Inc
Showing 12 of 59 in the directory
Similar advisors in Lake Mills, IA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Joel Twedt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched