Our History

ISC Financial Advisors was founded in 1969 in Albert Lea, Minnesota, fueled by the vision to start an independent financial planning firm free from conflict of interest and soley focused on outcomes for individuals and participants.

As early adopters within the qualified plan space in the 1970s, our roots are founded in the qualified planning arena. We continue to provide our clients with the newest trends in plan design and participant outcomes.

With the opening of our Minneapolis office in the early 1990s, we expanded our services in the private wealth arena. Since that time, we’ve maintained a balanced practice with a depth of expertise in both qualified plans and private wealth management.

We are currently on the second generation of ownership, and have developed a transition strategy for the third generation. We remain committed to the same conflict-free vision on which our company was founded.