Matthew
Bennis

Isc Financial Advisors

CRD#6584574
Investment Advisor
in Albert Lea, MN

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About this Advisor

Matthew Bennis is a financial advisor based in Albert Lea, Minnesota, working with Isc Financial Advisors. Matthew has previously held positions as a student, at the City Of Deephaven, Pizza Hut, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, and Isc Financial Advisors. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Matthew is part of Isc Financial Advisors, which operates out of Albert Lea, 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 65

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

200 North Broadway Ave.
Albert Lea, MN 56007

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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

Matthew Bennis Work History

2017 - Present (7 years)

Isc Financial Advisors

2016 - 2016 (< 1 year)

Northwestern Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Northwestern Mutual Investment Services, LLC

2014 - 2015 (1 year)

Pizza Hut

2011 - 2015 (4 years)

City Of Deephaven

2010 - 2015 (5 years)

Student

Disclosures

Please visit the SEC profile of Matthew Bennis 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
Chad Duppong
Minneapolis, MN
Lawrence Gartner
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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