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John Karl Kriel

John K. Kriel

ISC ADVISORS
College Station, TX 77845
Some features on this profile are disabled
CRD#: 5492133
John Karl Kriel

Professional summary

John Karl Kriel, CFP®, who also goes by John Kriel, is a registered financial advisor currently at ISC ADVISORS, INC. located in College Station, Texas and INSTITUTIONAL SECURITIES CORPORATION located in College Station, Texas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Kriel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Karl Kriel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

April 3, 2017 - Present

ISC ADVISORS, INC.

Office #1: 750 William D. Fitch Pkwy Suite 520, College Station, TX 77845
RIA
CRD#: 166586
College Station, TX
Current

April 3, 2017 - Present

INSTITUTIONAL SECURITIES CORPORATION

Office #1: 750 Willaim D. Fitch Pkwy Suite 520, College Station, TX 77845
BD
CRD#: 20291
College Station, TX
Past

February 25, 2008 - April 11, 2017

OSAIC FA, INC.

BD
CRD#: 3978
COLLEGE STATION, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/4/2022)
RR
Colorado
(4/4/2022)
RR
Louisiana
(4/4/2022)
RR
North Carolina
(4/4/2022)
RR
Texas
(4/3/2017)
IAR
Texas
(4/3/2017)
RR
Virginia
(11/11/2024)
RR
Washington
(12/10/2025)
RR
Wisconsin
(11/11/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 3/7/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/22/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IA
ISC ADVISORS, INC.
ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA
Registered Investment Advisory firm - (3/20/2013 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3500 Oak Lawn Ave Ste 400, Dallas, TX 75219
Mailing Address
Phone number
(214) 520-1115
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts1,989
AUM (Assets Under Management)$ 1,539,119,817

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ISC ADVISORS, INC.

CRD#: 166586College Station, TX 77845

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