Albert Lea, MN Office

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.

Kevin Dulitz is an investment advisor representative at Intellicents Investment Solutions Inc. with 34 years of industry experience. He has been with Intellicents since 2016 and also worked briefly at Cetera Advisors LLC. Dulitz serves as a trustee for a family trust and a charitable foundation in Albert Lea, MN. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and charitable institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment strategy led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Nicholas Austin is a financial advisor at Intellicents Investment Solutions Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mutual Securities, Inc. and Cetera Advisors LLC. In addition to his advisory role, he operates as an independent insurance agent specializing in group life, disability, and health insurance. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering services such as retirement plan consulting, sub-advisory arrangements, and individual wealth management. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and utilizes a mix of mutual funds, ETFs, and collective investment trusts.

Kevin Atnip is a CFP® with nine years of industry experience currently serving at Intellicents Investment Solutions Inc. He has previously worked at Mutual Securities, Inc., Frandsen Bank & Trust, and Scottrade. Kevin is a board member of the New Ulm County Club. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with a mix of discretionary and non-discretionary portfolio management options and manages approximately $9.92 billion in assets across multiple offices.

Kyle Nelson is a financial advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Intellicents and BerganKDV Wealth Management. Outside of financial advising, he co-owns a dental practice and manages a real estate transactions business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, HSA consulting, sub-advisory services, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach with oversight led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Joel Twedt is a financial advisor with Intellicents Investment Solutions Inc. He holds the ChFC® and Series 63 designations and has 36 years of industry experience. His prior work includes long tenures at Securian Financial Services, Minnesota Life Insurance Co., and Securian Advisors of Iowa Inc. In addition to his advisory role, he has operated as an independent insurance agent since 1980 and is involved as a part owner and president in related business entities. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach with periodic rebalancing and integrates multiple affiliated benefits and insurance companies within its service model.

Matthew Palmer is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Intellicents since 2021. Outside of his advisory role, he co-owns Rooftop Inspections, a roofing inspection business, and serves as a CrossFit coach. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third‑party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and offers a range of consulting and wealth management services.

David Arndt is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Securian Advisors of Iowa Inc and Minnesota Life Insurance Co since 2001, as well as operating his own CPA firm, D K Arndt, PC, since 1992. Arndt also serves as treasurer for the Forest City Educator Foundation. Intellicents Investment Solutions Inc. serves retirement plan sponsors, account sponsors, individual clients, charitable institutions, foundations, and municipalities with retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach led by a CFA-designated Chief Investment Officer.

Bradley Arends is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held roles at Mutual Securities, Inc. and Cetera Advisors LLC, and has been involved with various Intellicents entities since 1984. Outside of his advisory work, Arends serves as president of a nonprofit focused on healthcare facility development. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, and individual clients, offering consulting, wealth management, and wrap fee programs. The firm emphasizes a long-term, buy-and-hold investment approach overseen by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets.

David Iverson is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Securian Advisors of Iowa Inc and Minnesota Life Insurance Co. He is also employed at D.K. Arndt CPA, a CPA firm where he works alongside his advisory activities. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment strategy with oversight from a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets.

Samuel Matheson is a CFP® with 11 years of industry experience and currently serves as an advisor at Intellicents Investment Solutions Inc., where he has worked since 2017. Before joining Intellicents, he spent a year with the Ministry of Education, Culture and Sport. Outside of advisory services, he is a licensed insurance agent providing life, accident, and health insurance options integrated into client financial plans. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities with services including retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer.

Amanda Smith is a financial advisor at Intellicents Investment Solutions Inc. with 10 years of industry experience. She holds Series 65 and Series 63 designations and has worked with Mutual Securities, Securian Financial Services, and Twedt Financial Services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, individual clients, and charitable institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies under a CFA-led investment oversight team.

Matthew Twedt is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Intellicents Investment Solutions Inc and Mutual Securities Inc, where he has worked since 2018. His prior experience includes roles at Minnesota Life and Securian financial Services Inc. Outside of advisory services, he is a licensed insurance agent providing life, health, and disability insurance. Intellicents Investment Solutions Inc serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies led by a CFA Chief Investment Officer and offers a range of consulting and wealth management services combined with a scale of approximately $9.92 billion in assets under management.

David Busselman is a CFP® professional with 20 years of industry experience, currently serving at Intellicents Investment Solutions Inc. He has held roles at Mutual Securities, Inc. since 2018 and previously worked at Cetera Advisors from 2016 to 2018. Busselman also serves as treasurer for the Prior Lake Mariners, a local sports organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, individual wealth management, and sub-advisory services to a diverse client base including plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer, and integrates its offerings with affiliated benefits and insurance companies.

Lynn Kermes is a financial advisor at Intellicents Investment Solutions Inc. with 20 years of industry experience. She has held positions at Mutual Securities, Inc. since 2018 and Cetera Advisors LLC from 2016 to 2018. Kermes holds Series 63 and Series 65 licenses and serves as a senior consultant involved in 401(k) investment advisory and employee benefit services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities with a range of services including ERISA retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA Chief Investment Officer and integrates plan design and employee benefit services through affiliated companies.