Wendy
Bennis
Isc Financial Advisors
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About this Advisor
Wendy Bennis is a financial advisor operating in Albert Lea, Minnesota with 1 year of industry experience. Bennis is an advisor for Isc Financial Advisors. Their career trajectory has included roles at Tealwood Asset Management Inc, Isc Financial Advisors and Accredited Investors. Bennis is able to serve investors in Minnesota. Isc Financial Advisors is a financial advisory business operating out of Albert Lea, MN. It has offices in two locations and a total of 15 advisors. It handles $1 billion in total assets among its 2,864 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 2,864 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Isc Financial Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which services are offered. However, fees billed by Isc Financial Advisors likely include some combination of asset-based and hourly fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Isc Financial Advisors Brokerage Details
$1,002,596,173
15
2,864
$350,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Wendy Bennis Work History
Wendy has been registered as a financial advisor for 1 years.*
Isc Financial Advisors
Accredited Investors
Tealwood Asset Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wendy 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
Albert Lea, MN
Albert Lea, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Albert Lea, MN
Minneapolis, MN
Albert Lea, MN
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