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ISC FINANCIAL ADVISORS

ALBERT LEA, MN · CRD 157626 · IAPD ↗ · 507-373-8216

$1.55BRegulatory AUM
10Advisory reps
17Employees
2Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — ISC FINANCIAL ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
51
February 2024 — ISC FINANCIAL ADVISORS notice-filed in NJ, SC, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.