Benjamin Lundeen

ISC FINANCIAL ADVISORS

Bloomington, MN 55435

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CRD#: 7601253

Professional summary

Benjamin Lundeen is a registered financial advisor currently at ISC FINANCIAL ADVISORS located in Bloomington, Minnesota.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Benjamin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

HUDSON HOCKEY ASSOCIATION POSITION: Assistant Coach NATURE: Hockey Coach INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 4 START DATE: 10/17/2022 ADDRESS: 1820 Hanley Rd, Hudson WI 54016, United States DESCRIPTION: Coaching Bantam hockey

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Lundeen'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®

None

Experience

Current

June 25, 2025 - Present

ISC FINANCIAL ADVISORS

Office #1: 7760 France Avenue South Suite 925, Bloomington, MN 55435

RIA

CRD#: 157626

Bloomington, MN

Past

October 17, 2023 - May 2, 2025

EDWARD JONES

RIA

CRD#: 250

HUDSON, WI

Past

October 17, 2023 - May 2, 2025

EDWARD JONES

CRD#: 250

HUDSON, WI

Past

November 2, 2022 - February 16, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Oakdale, MN

Past

October 13, 2022 - February 16, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Oakdale, 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
(6/25/2025)

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 66

Date: 11/1/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/15/2022

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

Benjamin Lundeen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Lundeen's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

ISC FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2022

Series 7TO

Date: 10/13/2022

SIE

Date: 9/15/2022

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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