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Matthew Louis Stay

Investment Adviser Representative at Intellicents Investment Solutions Inc

Lake Mills, IACRD #7434496Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Louis Stay is an investment adviser representative with Intellicents Investment Solutions Inc in Lake Mills, IA, where they have been registered since 2022, the year they entered the securities industry. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 3 (commodity futures). They are registered to provide investment advice in Iowa.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa
Broker:
4 states and territories

Colorado, Illinois, Iowa, Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/17/2021
Series 7
General Securities Representative Examination
Passed 1/28/2022
SIE
Securities Industry Essentials Examination
Passed 11/4/2021
Series 3
National Commodity Futures Examination
Passed 12/19/2014
Series 30
NFA Branch Manager Examination
Passed 12/19/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Intellicents Investment Solutions IncCurrent
1/28/2022 – Lake Mills, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. intellicents investment solutions, llc
    Apr 2021 – no end date reportedLake Mills, IA
  2. Cargill Inc.
    Nov 2015 – Apr 2021Albert Lea, MN
  3. Mutual Securities, Inc.
    Jan 2022 – no end date reportedCamarillo, CA

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
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

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 profile

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About this profile

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 Louis Stay 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.

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