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Charles Achterkirch

Advisor at ISC Financial Advisors

Updated today

Location

Albert Lea, MN 56007

Credentials

CFP®, Series 63, Series 65

Industry experience

11 years

About

Charles Achterkirch is a CFP® with 11 years of industry experience, currently serving at ISC Financial Advisors since 2016. Prior to that, he worked at The Oak Ridge Financial Services Group, Inc. from 2013 to 2016. Outside of financial advising, he operates an auto detailing business and holds a minority ownership in an automotive-related company. ISC Financial Advisors, operating as Murray Financial Group, offers investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets and employs a long-term, fundamental analysis approach combined with strategic and tactical asset allocation.

Client services

Based on ISC Financial Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on ISC Financial Advisors

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on ISC Financial Advisors

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0 - $1,000,000: 0.90% annually $1,000,000 - $4,000,000: 0.75% annually $4,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually

Project-based

Hourly charges for financial planning services (specific rates not stated)

Other

Account minimum: $100,000 Minimum fee: $400 minimum fee per account Fee-only: Investment management and financial planning fees; no commissions on advisory services

Location

200 North Broadway Ave.

Albert Lea, MN 56007

Most active in

Minnesota

Work history

ISC Financial Advisors

2016 - Present (10 years)

The Oak Ridge Financial Services Group, Inc.

2013 - 2016 (3 years)

Disclosures

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

Business activities & affiliations

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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
user avatar

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
user avatar

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
user avatar

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
user avatar

Timothy J

Series 63

Albert Lea, MN

ISC Financial Advisors

Timothy Jaynes is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and 12 years of industry experience. He has been with ISC Financial Advisors since 2011 and also maintains a role with Veracity Partners. Outside of his advisory work, he owns and consults for Jaynes Properties, LLC, a real estate investment business. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services 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 assets, employing a long-term investment approach with 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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