BP
BP

Brian Thomas Paulsen

10 Years of Experience
May Earn Commission
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

Loading...

Location

100 North Broadway, Albert Lea, MN, 56007

Get directions

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.

Learn about disclosures →
Other Business Activities

Brian is an advisory board member for HPad, Inc. and owns Paulsen Consulting, Inc. He also has an ownership interest in Intellicents, Inc., a holding company for an RIA; he spends minimal time on each of these activities.

Employment History
Current Registrations
Intellicents Investment Solutions INC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
True Wealth & Company
June 2015 - March 2024 · 8 yrs 9 mos
Research Financial Strategies
March 2015 - July 2015 · 4 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Brian Thomas Paulsen - Financial Advisor | TrueAdvisor