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Jared Douglas Goforth

Advisor at INTELLICENTS INVESTMENT SOLUTIONS INC — Albert Lea, MN

Updated today

Credentials

Series 65

Experience

6 years

Location

Albert Lea, MN 56007

INTELLICENTS INVESTMENT SOLUTIONS INC logo

INTELLICENTS INVESTMENT SOLUTIONS INC

Multi-team

Total advisors

61

Across 19 offices

Clients per advisor

127 Very High

Avg AUM per client

$298,628 Very Low

HNW client ratio

10% Low

About

Jared Goforth is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Albert Lea, MN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Ziegler Cat, Voca, Gopher Sport, and DLL-Mahindra Finance USA LLC. He also serves as Treasurer for Rare Breed College Opportunities, Inc., a nonprofit focused on granting NIL scholarships to Morningside University football program participants. Intellicents Investment Solutions Inc. provides a range of services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm manages approximately $9.92 billion in assets through long-term, buy-and-hold investment strategies and supports both institutional and individual clients.

Client services

Based on INTELLICENTS INVESTMENT SOLUTIONS INC

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Occupation focus

Based on INTELLICENTS INVESTMENT SOLUTIONS INC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for selected services, client-specific and negotiable.

Percentage

$0 - $1,000,000,000: up to 0.85% (ERISA 3(21) Non-Discretionary Services) $0 - $1,000,000,000: up to 1.20% (ERISA 3(38) Discretionary Services) $0 - +$50 million: up to 1.50% (Individual Wealth Management)

Project-based

$100 to $450 per hour for selected services; financial planning up to $500 per hour.

Other

Account minimum: $8,000 Fee-only: Flat fees and hourly fees are offered as options for selected services; hourly fees range from $100 to $450 per hour; financial planning fixed fees up to $500 per hour; fees are negotiable.

Location

See office

Albert Lea, MN

100 North Broadway

Albert Lea MN 56007

Advisors at this office

15

Most active in

Minnesota

Work history

6 years of industry experience

INTELLICENTS INVESTMENT SOLUTIONS INC

2019 - Present • 7 years

Albert Lea, MN

Ziegler Cat

2018 - 2019 • 1 year

Bloomington, MN

Voca

2017 - 2018 • 1 year

Rochester, MN

Gopher Sport

2016 - 2017 • 1 year

Owatonna, MN

DLL-Mahindra Finance USA LLC

2014 - 2016 • 2 years

Houston, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan M

Albert Lea, MN

ISC Financial Advisors

Jonathan Murray is a financial advisor at ISC Financial Advisors with 12 years of industry experience. He has been with ISC Financial Advisors since 2013. Outside of his advisory role, he coaches for the Albert Lea Hockey Association. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate retirement plans, offering investment management, retirement-plan design, and financial planning. The firm manages approximately $1.35 billion in assets and employs fundamental analysis, long-term strategies, and both strategic and tactical asset allocation in portfolio construction.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Benjamin S

Series 65

Albert Lea, MN

ISC Financial Advisors

Benjamin Sand is a financial advisor at ISC Financial Advisors in Albert Lea, MN, with two years of industry experience. He holds a Series 65 designation and previously worked at Gradient Investments, LLC and Envoi, LLC. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm focuses on diversified portfolios primarily using mutual funds and ETFs, employing fundamental analysis, long-term investing, and dollar-cost averaging.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Richard M

Series 63

Albert Lea, MN

ISC Financial Advisors

Richard Murray is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and over 42 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has been with Murray Financial Group LLC, doing business as ISC Financial Advisors, since 2011. Murray serves as the mayor of Albert Lea, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in client assets and employs a long-term, fundamental analysis approach with strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Wendy B

Albert Lea, MN

ISC Financial Advisors

Wendy Bennis is a financial advisor at ISC Financial Advisors with 11 years of industry experience. She previously worked at Tealwood Asset Management Inc. for 12 years and spent one year at Accredited Investors before joining ISC Financial Advisors in 2022. Outside of her advisory role, she is also a licensed real estate agent with Coldwell Banker Realty in Wayzata, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning to both individual and institutional clients. The firm manages approximately $1.35 billion in assets and employs a long-term, fundamental analysis approach, utilizing mutual funds, equities, and both strategic and tactical asset allocation techniques.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Mark S

Series 63

Albert Lea, MN

ISC Financial Advisors

Mark Smed is an advisor at ISC Financial Advisors with 31 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments since 2021. Prior to that, he was associated with Woodbury Financial Services for 25 years and has been with ISC Financial Advisors, doing business as Murray Financial Group, since 2011. In addition to his advisory role, he also sells term insurance and fixed annuities. ISC Financial Advisors provides investment advisory services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm manages approximately $1.55 billion in assets and emphasizes fundamental analysis, long-term investing, and diversified portfolios primarily composed of mutual funds and exchange-traded funds.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Robert G

Series 65

Albert Lea, MN

ISC Financial Advisors

Robert Gadtke is a financial advisor at ISC Financial Advisors with two years of industry experience. He holds a Series 65 designation and is also a licensed attorney in Minnesota. Prior to joining ISC Financial Advisors, he worked in family law and operated as a fiction writer. ISC Financial Advisors serves individual and institutional clients with investment advisory and financial planning services. The firm manages approximately $1.55 billion in client assets through diversified portfolios primarily composed of mutual funds and exchange-traded funds, employing fundamental analysis and long-term investing strategies.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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