Wendy K Bennis
Investment adviser representative at ISC Financial Advisors
17 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
17 years in the industry.
- ISC Financial AdvisorsMar 2022 to now
- Accredited InvestorsJul 2021 to Feb 2022
- Tealwood Asset Management Inc.Nov 2009 to Jun 2021
Exams passed
No exams in this record.
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
- 6267816
- Firm CRD
- 157626