Investment Services Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck. Invest where you belong Wealth Advisors can help you to create an investment strategy targeted toward your specific goals. Investment Services IRA options Tax favored accounts to prepare for retirement. Mutual Funds Diversified Investment options for your objectives. Managed Accounts Professionally managed portfolios to match your needs. Annuities To help you save for, and live in retirement. Stocks & Bonds Individual investments to complement your style. Craig Lundquist, Senior Wealth Advisor and Kristin Becker, Senior Wealth Advisor Office Coordinator. Let Us Help Whether you have one financial issue you want to tackle today, or realize it’s time to put together a comprehensive financial strategy, Craig Lundquist, Senior Wealth Advisor, will take the time to listen and learn about your unique situation. Ready to get started? Give us a call at 651-773-2876 or schedule an appointment. Wealth Advisors Wealth Advisors Retirement Planning Annuities Investment Options Educational Seminars Call 651-773-2876 Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck RETIREMENT PLANNING Where do you see yourself in 10, 15, 0r 20 years? LEARN MORE WEALTH ADVISOR'S BLOG Key Provisions of the CARES Act Provided by Craig Lundquist READ MORE CALCULATORS Put your goals into perspective GET STARTED NO-COST EDUCATIONAL EVENTS Join us for an upcoming Wealth Management Webinar See upcoming webinars (651) 770-7000 Make an Appointment Privacy Policy 296076262 Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck. *Wealth Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3106667.1-0520-0622