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Mark Steven Smed

Advisor at ISC Financial Advisors — Albert Lea, MN

Updated today

Credentials

Series 63

Experience

30 years

Location

Albert Lea, MN 56007

ISC Financial Advisors logo

ISC Financial Advisors

Team

Total advisors

14

Across 2 offices

Clients per advisor

90 High

Avg AUM per client

$942,823 Typical

HNW client ratio

24% Low

About

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.

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

See office

Albert Lea, MN

200 North Broadway Ave.

Albert Lea MN 56007

Advisors at this office

13

Most active in

Minnesota

Work history

30 years of industry experience

Purshe Kaplan Sterling Inv

2021 - Present • 5 years

Albany, NY

Isc Financial Advisors Dba Murray Financial

2011 - Present • 15 years

Albert Lea, MN

Woodbury Financial Services

1995 - 2020 • 25 years

Albert Lea, MN

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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Jonathan M

Albert Lea, MN

ISC Financial Advisors

Jonathan Murray is a financial advisor at ISC Financial Advisors with 12 years of industry experience. He has been with ISC Financial Advisors since 2013. Outside of his advisory role, he coaches for the Albert Lea Hockey Association. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate retirement plans, offering investment management, retirement-plan design, and financial planning. The firm manages approximately $1.35 billion in assets and employs fundamental analysis, long-term strategies, and both strategic and tactical asset allocation in portfolio construction.

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

Series 65

Albert Lea, MN

ISC Financial Advisors

Benjamin Sand is a financial advisor at ISC Financial Advisors in Albert Lea, MN, with two years of industry experience. He holds a Series 65 designation and previously worked at Gradient Investments, LLC and Envoi, LLC. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm focuses on diversified portfolios primarily using mutual funds and ETFs, employing fundamental analysis, long-term investing, and dollar-cost averaging.

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

Wendy B

Albert Lea, MN

ISC Financial Advisors

Wendy Bennis is a financial advisor at ISC Financial Advisors with 11 years of industry experience. She previously worked at Tealwood Asset Management Inc. for 12 years and spent one year at Accredited Investors before joining ISC Financial Advisors in 2022. Outside of her advisory role, she is also a licensed real estate agent with Coldwell Banker Realty in Wayzata, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning to both individual and institutional clients. The firm manages approximately $1.35 billion in assets and employs a long-term, fundamental analysis approach, utilizing mutual funds, equities, and both strategic and tactical asset allocation techniques.

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
user avatar

Hayden H

Series 65

Albert Lea, MN

ISC Financial Advisors

Hayden Hoffman is a financial advisor at ISC Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Goff Investment Group and Hoffman & Associates PLLC. Hayden has also been involved in education, working at the University of St. Thomas and at several schools in the Albert Lea and Twin Cities areas. ISC Financial Advisors provides investment advisory services to individual and institutional clients, managing approximately $1.55 billion in assets. The firm emphasizes diversified portfolios using mutual funds and ETFs with a focus on fundamental analysis and long-term investing.

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