Wealth Advisors Team Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck. Meet the Wealth Advisors Team Ideal Credit Union's Wealth Advisors Program offers retirement, insurance, and investment services to our members and their families. The Wealth Advisors Team consists of Craig Lundquist and Kristin Becker, Senior Wealth Advisor Office Coordinator. Craig Lundquist Senior Wealth Advisor Craig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2002 and is committed to sharing his knowledge with our members. Kristin Becker Senior Wealth Advisor Office Coordinator Kristin Becker works alongside Craig Lundquist to provide expanded services and broader knowledge to Ideal CU members. Together, Craig and Kristin will provide the expertise and service needed to assist you in creating a financial plan that will help land you right where you want to be. Let Us Help 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