Advisors at this firm
Richard M
Series 63
Albert Lea, MN
ISC Financial Advisors
Richard Murray is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and over 42 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has been with Murray Financial Group LLC, doing business as ISC Financial Advisors, since 2011. Murray serves as the mayor of Albert Lea, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in client assets and employs a long-term, fundamental analysis approach with strategic and tactical asset allocation.
Mark S
Series 63
Albert Lea, MN
ISC Financial Advisors
Mark Smed is a financial advisor at ISC Financial Advisors with 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2021 and has been with ISC Financial Advisors, doing business as Murray Financial Group, since 2011. Prior to that, he spent 25 years at Woodbury Financial Services. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets and employs a long-term investment approach emphasizing fundamental analysis and both strategic and tactical asset allocation.
Robert G
Series 65
Albert Lea, MN
ISC Financial Advisors
Robert Gadtke is a Series 65-licensed financial advisor at ISC Financial Advisors with one year of industry experience. He has a background as a licensed attorney in Minnesota and has worked as a fiction writer and in family law prior to joining ISC Financial Advisors. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning services to individuals, including high-net-worth clients, and institutional clients such as corporate and Taft-Hartley plans. The firm employs a fundamental analysis approach with strategic and tactical asset allocation techniques and manages approximately $1.35 billion in client assets.
Lawrence G
CFP®, Series 63, Series 66
Minneapolis, MN
ISC Financial Advisors
Lawrence Gartner is a CFP® professional with 16 years of experience in financial advising. He has been with ISC Financial Advisors since 2008. Outside of his advisory role, he is involved in property management as president and co-owner of Gleason Properties LLC. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation.
Benjamin L
Series 66
Albert Lea, MN
ISC Financial Advisors
Benjamin Lundeen is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and Thrivent Financial, and spent eight years with Venture Fireworks. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to individual and institutional clients, managing approximately $1.35 billion in assets. The firm employs fundamental analysis and both strategic and tactical asset-allocation techniques, serving clients through discretionary and non-discretionary mandates.
Matthew B
Series 65
Albert Lea, MN
ISC Financial Advisors
Matthew Bennis is a financial advisor at ISC Financial Advisors in Albert Lea, MN, holding a Series 65 designation with one year of industry experience. He has been with ISC Financial Advisors since 2017. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning services to individuals—including high-net-worth clients—and institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets, employing a long-term investment approach that emphasizes fundamental analysis, dollar-cost averaging, and both strategic and tactical asset allocation.
Chad D
CFP®, ChFC®, Series 63
Albert Lea, MN
ISC Financial Advisors
Chad Duppong is a CFP® and ChFC® with 17 years of industry experience. He has worked at ISC Financial Advisors since 2016 and previously held roles at Northwestern Mutual Wealth Management Company and the Joel Seleskie Agency. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation in client portfolio construction.
Timothy J
Series 63
Albert Lea, MN
ISC Financial Advisors
Timothy Jaynes is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and 12 years of industry experience. He has been with ISC Financial Advisors since 2011 and also maintains a role with Veracity Partners. Outside of his advisory work, he owns and consults for Jaynes Properties, LLC, a real estate investment business. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in assets, employing a long-term investment approach with fundamental analysis and both strategic and tactical asset allocation.
Robert P
ChFC®, Series 63
Albert Lea, MN
ISC Financial Advisors
Robert Prentiss Jr. is a financial advisor at ISC Financial Advisors in Edina, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been associated with Independent Service Co. and ISC Financial Advisors since 1990. Outside of his advisory role, he serves as a trustee and chair of the finance committee at North Memorial Medical Center, a nonprofit community hospital. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals, including high-net-worth clients, and institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets and employs fundamental analysis, a long-term perspective, and both strategic and tactical asset allocation in constructing client portfolios.
Charles A
CFP®, Series 63, Series 65
Albert Lea, MN
ISC Financial Advisors
Charles Achterkirch is a CFP® with 11 years of industry experience, currently serving at ISC Financial Advisors since 2016. Prior to that, he worked at The Oak Ridge Financial Services Group, Inc. from 2013 to 2016. Outside of financial advising, he operates an auto detailing business and holds a minority ownership in an automotive-related company. ISC Financial Advisors, operating as Murray Financial Group, offers investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets and employs a long-term, fundamental analysis approach combined with strategic and tactical asset allocation.