#1Intellicents Investment Solutions Inc
INTELLICENTS INVESTMENT SOLUTIONS INC
Serves this area from Albert Lea, MN (20 mi)
Retirement Plan Advisors in Worth County, IA
The top-ranked retirement plan advisors serving Worth County, IA are Intellicents Investment Solutions Inc, Isc Financial Advisors and Oasis Advisors. We list 3 retirement plan advisors serving Worth County, IA. 3 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Worth County, IA. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Worth County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Intellicents Investment Solutions Inc | SEC-registered investment adviser (CRD)#107498 | Albert Lea, MN (20 mi) | (507) 377-2919 |
| 2 | Isc Financial Advisors | SEC-registered investment adviser (CRD)#157626 | Albert Lea, MN (20 mi) | (507) 373-8216 |
| 3 | Oasis Advisors | SEC-registered investment adviser (CRD)#335555 | Forest City, IA (21 mi) | (641) 251-6001 |
#2Isc Financial Advisors
MURRAY FINANCIAL GROUP, LLCServes this area from Albert Lea, MN (20 mi)#3Oasis Advisors
OASIS ADVISORS, LLCServes this area from Forest City, IA (21 mi)
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Frequently asked questions
How many retirement plan advisors serve Worth County?
We list 3 retirement plan advisors serving Worth County, IA: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Worth County?
The top-ranked retirement plan advisors serving Worth County, IA are Intellicents Investment Solutions Inc, Isc Financial Advisors and Oasis Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Worth County are verified against official records?
3 of the top 3 match an active official record: Intellicents Investment Solutions Inc (U.S. Securities and Exchange Commission), Isc Financial Advisors (U.S. Securities and Exchange Commission) and Oasis Advisors (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Northwood, Manly, Fertile, Kensett, Grafton, Joice, Hanlontown, Bolan