Matthew
Bennis
Isc Financial Advisors
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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
Services Offered
Fee Structure
Office Location
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Isc Financial Advisors Brokerage Details
$1,200,848,308
15
3,119
$385,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Bennis Work History
Isc Financial Advisors
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Pizza Hut
City Of Deephaven
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
Minneapolis, MN
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Albert Lea, MN
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