meet

joel

ChFC® · CLTC®

personal financial management consultant

lake mills, ia

bio

Joel Twedt is a Personal Financial Management Consultant who joined intellicents in April 2018. Joel brings almost 40 years of industry experience primarily focused on retirement, estate, and succession planning. ​ Prior to joining intellicents, Joel founded Twedt Financial Services, Inc. in 1980 which grew to have over $110 million in assets under management. In September 1984, Joel received his LUTCF designation from the National Association of Life Underwriters, and in October 1993 he received his Chartered Financial Consultant designation from The American College, Bryn Maw, Pennsylvania. He is a member of the American Society of Financial Professionals, and also a member of the National Association of Insurance and Financial Advisors.

education & certifications

Joel graduated from Iowa State University where he received a Bachelor of Science Degree with a Double Major in Economics and Industrial Administration and holds the following designations and previously passed securities exams:

 

  • Chartered Financial Consultant® (ChFC)

  • Life Underwriter Training Council Fellow® (LUTCF)

  • Certification for Long-Term Care® (CLTC)

  • Series 6 -- Investment Company and Variable Contracts Products Rep.

  • Series 7 – General Securities Representative

  • Series 63 – Blue Sky Securities Law

  • Life and Accident/Health Insurance

my idea of

living the dream

Having the ability to do the things I enjoy without the worry.

dream job

this is my

Retirement planning, estate planning, and succession planning.

this is how i

make it real

Spending time with my wife, Carol, and two children, Lesley and Matthew. I also enjoy hunting, fishing, hiking, and most outside activities.

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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