AdFi
MH

Matthew H Bennis

Investment Adviser Representative at ISC Financial Advisors

Minneapolis, MNCRD #6584574Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew H. Bennis is an investment adviser representative with ISC Financial Advisors in Minneapolis, MN, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/6/2024
Series 7
General Securities Representative Examination
Passed 2/11/2016
SIE
Securities Industry Essentials Examination
Passed 2/11/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ISC Financial AdvisorsCurrent
6/13/2024 – Minneapolis, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. ISC Financial Advisors
    Jun 2017 – no end date reportedMinneapolis, MN
  2. Unemployed
    Feb 2016 – Jun 2017Bloomington, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ISC Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • First $1,000,0000.90%
  • Next $1,000,0000.75%
  • Next $3,000,0000.50%
  • Over $5,000,0000.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14
Offices listed on AdvisorFinder:
3
Main office:
Albert Lea, MN
SEC file number:
801-72585

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 4, 2026

View full firm profile

Other advisors at ISC Financial Advisors

Showing 12 of 14 in the directory

View ISC Financial Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew H Bennis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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