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WB

Wendy K. Bennis

ISC FINANCIAL ADVISORS
MINNEAPOLIS, MN 55435
Some features on this profile are disabled
CRD#: 6267816
WB

Professional summary

Wendy K Bennis, AIF®, who also goes by Wendy K Nixon, Wendy K Steingas, is a registered financial advisor currently at ISC FINANCIAL ADVISORS located in Minneapolis, Minnesota.

Wendy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Wendy has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Wendy K Nixon | Wendy K Steingas

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 Wendy K Bennis'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

March 22, 2022 - Present

ISC FINANCIAL ADVISORS

Office #1: 7760 France Avenue South #270, Minneapolis, MN 55435
RIA
CRD#: 157626
MINNEAPOLIS, MN
Past

December 19, 2013 - July 27, 2021

TEALWOOD ASSET MANAGEMENT

RIA
CRD#: 105245
MINNEAPOLIS, 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".
IF
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
(3/22/2022)

Exams

Current Firm

IF
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
15

SEC notice filing (17 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 FINANCIAL ADVISORS ADV PART 2A (4/17/2025)

Regulatory assets under management

Total Number of Accounts3,403
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.

Company Information

ISC FINANCIAL ADVISORS

CRD#: 157626Minneapolis, MN 55435

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