Adviser and broker representative · Intellicents Investment Solutions Inc.
Joel E. Twedt
CRD 1995644 · Lake Mills, IA
At a glance
Joel E. Twedt is an investment adviser representative with Intellicents Investment Solutions Inc. in Lake Mills, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joel’s SEC record dates to 1999, about 27 years ago. Joel is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Intellicents Investment Solutions Inc.Since April 2018Lake Mills, IA · $9.9B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.