Charles A. Achterkirch

ISC FINANCIAL ADVISORS

Minneapolis, MN 55435

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CRD#: 6253732

Professional summary

Charles Allan Achterkirch, CFP® is a registered financial advisor currently at ISC FINANCIAL ADVISORS located in Minneapolis, Minnesota.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Charles has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SELF-EMPLOYED AUTO DETAILER, NOT INVESTMENT RELATED, PLYMOUTH, MN, APPROX 40 HRS PER MONTH, NOT DURING MARKET HOURS. 9/2013 TO PRESENT. EC Minnesota, LLC; non- interments related, Plymouth Minnesota, automotive related, minority owner, 11/2017, more than 40 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Allan Achterkirch'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: 2017

Experience

Current

September 21, 2016 - Present

ISC FINANCIAL ADVISORS

Office #1: 7760 France Ave South Suite 270, Minneapolis, MN 55435

RIA

CRD#: 157626

Minneapolis, MN

Past

April 5, 2016 - July 8, 2016

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 42941

GOLDEN VALLEY, MN

Past

June 4, 2014 - July 8, 2016

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

CRD#: 42941

GOLDEN VALLEY, MN

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".

ISC FINANCIAL ADVISORS

ISC FINANCIAL ADVISORS | MURRAY FINANCIAL GROUP, LLC

CRD#: 157626 / SEC#: 801-72585

RIA

Registered Investment Advisory firm - (7/12/2011 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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(9/21/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2014

General Securities Representative Examination

Current Firm

ISC FINANCIAL ADVISORS

ISC FINANCIAL ADVISORS | MURRAY FINANCIAL GROUP, LLC

CRD#: 157626 / SEC#: 801-72585

RIA

Registered Investment Advisory firm - (7/12/2011 Approved)

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Contact information

Main Address

200 North Broadway Ave., Albert Lea, MN 56007

Mailing Address

P.o. Box 171, Albert Lea, MN 56007

Phone number

(507) 373-8216

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISC FINANCIAL ADVISORS ADV PART 2A (4/17/2025)

Regulatory assets under management

Total Number of Accounts	3,403
AUM (Assets Under Management)	$ 1,349,084,643

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.

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Charles A. Achterkirch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Allan Achterkirch's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

Primary Firm SEC Registration

ISC FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2016

Series 63

Date: 9/15/2014

SIE

Date: 7/8/2016

Series 7

Date: 6/4/2014

Current Firm

ISC FINANCIAL ADVISORS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISC FINANCIAL ADVISORS

TRUST BUT VERIFY

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