Mark Steven Smed
Investment adviser representative at ISC Financial Advisors
31 yearsExperience
1 stateRegistered in
$1.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Purshe Kaplan Sterling InvJan 2021 to now
- ISC Financial AdvisorsJan 2014 to now
- ISC Financial Advisors dba Murray FinancialApr 2011 to now
- Woodbury Financial ServicesJun 1995 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (MN).
ISC Financial Advisors
Legal name: Murray Financial Group, LLC
$1.6BAssets managed
1,318Clients
14Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2629097
- Firm CRD
- 157626