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JK
CFP
JK
CFP

John Kriel

Isc Advisors, INC.
18 Years of Experience
College Station, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Kriel is a CFP-designated registered investment advisor at Isc Advisors, INC., based in College Station, TX, with 18 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,928 clients with $1.6B in assets under management.

Isc Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,928 clients
Average Client Portfolio
$839K average
Assets Under Management
$1.6B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.30%

Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

750 William D. Fitch Pkwy, Suite 520, College Station, TX, 77845

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved in agriculture production through Kriel Ranch, dedicating minimal time. He also works as an agent/broker offering various insurance products and assists clients with financial services through Kriel Financial Services, LLC, taking up a full-time commitment.

Employment History
Current Registrations
Institutional Securities CorporationBroker
April 2017 - Present · 9 yrs 6 mos
Isc Advisors, INC.
April 2017 - Present · 9 yrs 6 mos
Institutional Securities Corporation
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
February 2008 - April 2017 · 9 yrs 2 mos
State Registrations8 states
CACOLANCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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