AS
AS

Amanda Marie Smith

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

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Location

100 North Broadway, Albert Lea, MN, 56007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda works as a Client Service Specialist for Intellicents Investment Solutions, Inc. since 2020, performing administrative and compliance duties, taking nearly full-time hours.

Employment History
Current Registrations
Intellicents Investment Solutions INC
October 2023 - Present · 2 yrs 4 mos
Mutual Securities, INC.
April 2018 - Present · 7 yrs 10 mos
Mutual Securities, INC.Broker
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.Broker
May 2016 - April 2018 · 1 yr 11 mos
State Registrations2 states
IAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.