ISC FINANCIAL ADVISORS

200 North Broadway Ave.
Albert Lea, Minnesota 56007
Tel: 507-373-8216

About ISC FINANCIAL ADVISORS

ISC FINANCIAL ADVISORS, formally registered with the SEC as ISC FINANCIAL ADVISORS. The firm was established in 07/12/2011. They have over 3 offices throughout the country.

ISC FINANCIAL ADVISORS is a Albert Lea, Minnesota based Financial Planning firm with nearly $1,349,084,643 assets under management, offering retirement planning & investment advisory services to 3403 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157626
SEC#	801-72585
Assets Managed by Firm	$1,349,084,643
No. of Clients	3403
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	3403	$1,349,084,643
Individuals (other than high net worth individuals)	968	$187,102,597
High net worth individuals	273	$824,755,243
Pension and profit sharing plans	46	$328,323,021
Charitable organizations	18	$8,903,782

More Retirement Planning firms in Albert Lea, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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