Charles
Achterkirch

Isc Financial Advisors

CRD#6253732
Investment Advisor
in Minneapolis, MN

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About this Advisor

Charles Achterkirch is a financial advisor based in Minneapolis, Minnesota, working with Isc Financial Advisors. Charles has previously held positions at The Oak Ridge Financial Services Group, Inc and Isc Financial Advisors. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Charles is part of Isc Financial Advisors, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 15 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Isc Financial Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7760 France Ave South Suite 270
Minneapolis, MN 55435

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Isc Financial Advisors Brokerage Details

Total Assets Under Management

$1,200,848,308

MN Average: $5,289,111,388
Total Number of Employees

15

MN Average: 157
Total Number of Accounts

3,119

MN Average: 8,262
Average Account Size

$385,011

MN Average: $640,173

Investment Advisory Services

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

Charles Achterkirch Work History

2016 - Present (8 years)

Isc Financial Advisors

2013 - 2016 (3 years)

The Oak Ridge Financial Services Group, Inc

Disclosures

Please visit the SEC profile of Charles Achterkirch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Isc Financial Advisors

Jonathan Murray
Albert Lea, MN
Charles Achterkirch
Minneapolis, MN
Matthew Bennis
Albert Lea, MN
Wendy Bennis
Albert Lea, MN
Lawrence Gartner
Minneapolis, MN
Chad Duppong
Minneapolis, MN
Timothy Jaynes
Minneapolis, MN
Mark Smed
Albert Lea, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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