Matt Twedt

Background

About Matt Twedt

Matthew J. Twedt, CFP®, FSS, CLTC serves as President at intellicents. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ mission is to also help the 99% make their dreams real. intellicents is a national independent financial advisory firm centered on the employee benefit relationship, specializing in four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology. Matt's dream job at intellicents consists of overseeing the direction and formation of the ever-growing financial planning team. Matt brings over a decade of industry experience primarily focusing on assisting individuals to develop and maintain a comprehensive financial strategy. He concentrates on identifying his clients' goal and objectives, then works towards developing, implementing and maintaining a comprehensive financial strategy. Prior to joining intellicents, Matt joined his father, Joel, at Twedt Financial Services, Inc. in 2008 which grew to have over $110 million in assets under management. In 2010, Matt received his Certified Financial Planner™ designation, and in 2011 he received his Financial Services Specialist designation from The American College, Bryn Mawr, Pennsylvania. Matt graduated from Minnesota State University where he received a Bachelor of Science Degree, Summa Cum Laude with a Major in Finance with emphasis on Financial Planning and Insurance, and holds the following designations and has previously passed securities exams: Certified Financial Planner® (CFP) Financial Services Specialist® (FSS) Certification for Long-Term Care® (CLTC) Series 7 – General Securities Representative Series 66 – Uniform Combined State Law Life and Accident/Health Insurance Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.