JK
CFP

John Karl Kriel

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000

ISCA generally charges a fee based on a percentage of assets under management, with a maximum of 1.30% annually, but all fees are subject to negotiation. Retirement plan accounts are subject to a minimum $5000 annual account fee. Accounts under the Empower platform have the option to use an ISCA-managed model and will be charged an additional 5 basis points. ISCA's fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningDivorce PlanningEducation PlanningInvestment ManagementHigh Net Worth
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Advisor Information

Office location

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

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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 · 8 yrs 9 mos
Isc Advisors, INC.
April 2017 - Present · 8 yrs 9 mos
Institutional Securities Corporation
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
February 2008 - April 2017 · 9 yrs 2 mos
State Registrations9 states
ARCACOLANCNMTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Karl Kriel - Financial Advisor | AdvisorDiscover