Wealth Advisors Team
Wealth Advisors logo

Ideal Credit Union is pleased to bring you the Wealth Advisors Program, offering retirement, insurance, and investment services to our members and their families. Whatever your unique needs may be, Senior Wealth Advisor Craig Lundquist and Senior Wealth Advisor Coordinator Kristin Becker are here to help.

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck.

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Some investment guarantees make complex promises with fees to match. Others deliver the clarity and protection you deserve.
Talk to your financial advisor
to be sure you know the difference
Some investment guarantees make complex promises with fees to match. Others deliver the clarity and protection you deserve.
Talk to your financial advisor
to be sure you know the difference
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Our Services

Retirement

Start a goal-oriented savings plan today – and stick with it. Save for and live well in retirement.

Annuites

To help you save for, and live in retirement. Protect assets from market volatility.

Insurance

Protect yourself and the ones you love from the unexpected. Gain peace of mind.

Investments

Individual investments to complement your lifestyle. From conservative to ultra aggressive.

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Schedule a No-Cost Consultation

Schedule a no-cost, no-obligation consultation with Senior Wealth Advisor Craig Lundquist.

Make an Appointment

Call 651-773-2876


Read Craig's Monthly Article

 

 

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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-1723849.1-0317-0419

2018 Holiday Hours


New Year's Day
Monday, January 1st
All locations closed.


Martin Luther King Jr Day
Monday, January 15th
All locations closed.


Presidents' Day
Monday, February 19th
All locations closed.


Good Friday
Friday, March 30th
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Memorial Day
Monday, May 28th
All locations closed.


Independence Day
Wednesday, July 4th
All locations closed.


Labor Day
Monday, September 3rd
All locations closed.


Columbus Day
Monday, October 8th
All locations closed.


Veterans Day
Monday, November 12th
All locations closed


Thanksgiving Day
Thursday, November 22nd
All locations closed.


Day after Thanksgiving
All locations are open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Christmas Eve
Monday, December 24th
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Christmas Day
Tuesday, December 25th
All locations closed.


New Year's Eve
Monday, December 31
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


New Years Day
Tuesday, January 1st
All locations closed