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ISG Financial Advisors is now LMC Financial Advisors


Firm rebrands to align with parent company LMC Insurance & Risk Management and its Iowa-based financial services subsidiary

MADISON, Wis. – ISG Financial Advisors (ISG) today announced the company has rebranded to LMC Financial Advisors. ISG was acquired in August 2016 by LMC Insurance and Risk Management (LMC Insurance), one of the Midwest’s oldest and largest independent insurance brokerage firms headquartered in West Des Moines, Iowa.

The rebranding more closely aligns ISG with LMC Insurance’s Iowa-based financial services subsidiary, LMC Financial Advisors (formerly LMC Financial Services). This change reflects the combined organization’s response to a changing marketplace and a commitment to delivering enhanced value to clients and strategic partnerships. 

“This rebranding marks the completion of the ISG Financial Advisors transition into the LMC Insurance family,” said Dave Dawson, president of LMC Financial Advisors. “We are excited about bringing the Wisconsin and Iowa teams closer together to provide our collective clients with an even greater level of support and access to new opportunities.” 

Originally called the WHA Shared Services Program, ISG was formed by the Wisconsin Hospital Association in 1981 to close gaps in the marketplace and better serve its members. By the late 1980s, ISG had become a full-service program provider offering employee benefits, retirement services, insurance coverage, management services and information products.

“While our name is changing, our strong team and client focus remains the same,” said Forrest Ross, retirement services director of ISG, now LMC Financial Advisors. “As we continue to serve as a strong supporter and partner of the Wisconsin Hospital Association, we are proud to be a part of LMC’s 150-year legacy of service.”

As LMC Financial Advisors, the Wisconsin and Iowa teams serve more than 75 retirement plans with over $800 million in assets under management. In addition, the company is supported by LPL Financial, the nation’s largest independent broker dealer as reported by Financial Planning magazine, June 1996-2018, based on total revenue, and Global Retirement Partners, LLC, an investment advisor registered with the Securities and Exchange Commission.

The rebranding is effective immediately, with no changes to leadership, staff or office locations in Wisconsin and Iowa.

As an industry leader and advocate for greater retirement readiness, LMC Financial Advisors are committed to help clients work toward financial goals and a secure future through objective financial advice and customized solutions. 

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through LMC Financial Advisors, a registered investment advisor. LMC Financial Advisors, LMC Insurance & Risk Management, and Global Retirement Partners are separate entities from LPL Financial.