# Intellicents Investment Solutions

Intellicents Investment Solutions is a Bank / Wealth / Trust based in Albert Lea, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Albert Lea, United States
- **Region:** North America
- **Address:** Albert Lea, MN, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** intellicents.com
- **LinkedIn:** https://www.linkedin.com/company/intellicents

## Regulatory record

- **CRD number:** 107498
- **SEC file number:** 801-51382
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107498

## About

Intellicents Investment Solutions is an SEC-registered investment adviser in Albert Lea, MN, registered since 1996. The firm manages $9.9 billion in assets, $6.9 billion on a discretionary basis. It has 80 employees and 48 investment advisers.

## Sectors

- Financial Services

## Questions

### Is Intellicents a fiduciary?

As a registered investment adviser, Intellicents holds fiduciary duty to its advisory clients. When engaged as a 3(38) investment manager for retirement plans, the firm assumes full discretionary responsibility for plan investment selection and monitoring, which is the highest fiduciary standard under ERISA. The specific engagement level varies by client agreement.

### Where does Intellicents source its clients?

The firm's client base is concentrated in the Upper Midwest, particularly Minnesota, Iowa, Wisconsin, and the Dakotas. Intellicents has built its book organically in middle-market communities where regional relationships carry more weight than national brand recognition. It is not known to pursue aggregator-driven M&A or national marketing campaigns.

### Does Intellicents offer access to private investments?

Intellicents is not known to allocate client capital to private equity, venture capital, or hedge fund strategies. Its public profile and regulatory disclosures orient entirely toward liquid, publicly traded securities through mutual funds, ETFs, and collective trust structures appropriate for retirement savers rather than institutional limited partners.

## Related profiles

- [Intellectus Partners](https://altss.com/profile/intellectus-partners)
- [Intelligent Wealth Solutions](https://altss.com/profile/intelligent-wealth-solutions)

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Last updated: 2026-06-03T20:00:00.000Z

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