Andrew Irvine

Advisor at Edward Jones

Updated today

Location

Albert Lea, MN 56007

Credentials

Series 63

Industry experience

15 years

About

Andrew Irvine is a financial advisor with Edward Jones in Albert Lea, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

412 E Williams St

Albert Lea, MN 56007

Most active in

Minnesota · Texas

Work history

Edward Jones

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard M

Series 63

Albert Lea, MN

ISC Financial Advisors

Richard Murray is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and over 42 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has been with Murray Financial Group LLC, doing business as ISC Financial Advisors, since 2011. Murray serves as the mayor of Albert Lea, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in client assets and employs a long-term, fundamental analysis approach with strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Mark S

Series 63

Albert Lea, MN

ISC Financial Advisors

Mark Smed is a financial advisor at ISC Financial Advisors with 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2021 and has been with ISC Financial Advisors, doing business as Murray Financial Group, since 2011. Prior to that, he spent 25 years at Woodbury Financial Services. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets and employs a long-term investment approach emphasizing fundamental analysis and both strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Robert G

Series 65

Albert Lea, MN

ISC Financial Advisors

Robert Gadtke is a Series 65-licensed financial advisor at ISC Financial Advisors with one year of industry experience. He has a background as a licensed attorney in Minnesota and has worked as a fiction writer and in family law prior to joining ISC Financial Advisors. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning services to individuals, including high-net-worth clients, and institutional clients such as corporate and Taft-Hartley plans. The firm employs a fundamental analysis approach with strategic and tactical asset allocation techniques and manages approximately $1.35 billion in client assets.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Benjamin L

Series 66

Albert Lea, MN

ISC Financial Advisors

Benjamin Lundeen is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and Thrivent Financial, and spent eight years with Venture Fireworks. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to individual and institutional clients, managing approximately $1.35 billion in assets. The firm employs fundamental analysis and both strategic and tactical asset-allocation techniques, serving clients through discretionary and non-discretionary mandates.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Matthew B

Series 65

Albert Lea, MN

ISC Financial Advisors

Matthew Bennis is a financial advisor at ISC Financial Advisors in Albert Lea, MN, holding a Series 65 designation with one year of industry experience. He has been with ISC Financial Advisors since 2017. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning services to individuals—including high-net-worth clients—and institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets, employing a long-term investment approach that emphasizes fundamental analysis, dollar-cost averaging, and both strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Chad D

CFP®, ChFC®, Series 63

Albert Lea, MN

ISC Financial Advisors

Chad Duppong is a CFP® and ChFC® with 17 years of industry experience. He has worked at ISC Financial Advisors since 2016 and previously held roles at Northwestern Mutual Wealth Management Company and the Joel Seleskie Agency. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation in client portfolio construction.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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