(Woodbury, MN – June 15, 2016) Scott Zoellner has joined the Wealth Advisors team at Ideal Credit Union. Zoellner has worked in the investment and insurance industry for over 20 years, most recently with Prudential Advisors, where he was a manager recruiting and developing junior Financial Advisors for over 9 years.
Zoellner has his CLU (Chartered Life Underwriter) designation – which is the highest level designation available in the life insurance profession; his RICP (Retirement Income Certified Professional) – an advanced designation appropriate for individual working the retirement income planning field; and has earned his LUTCF (Life Underwriter Training Council Fellow) designation, which combines online and classroom learning with field training to equip the recipient with real-life knowledge and skills.
“Scott brings a wealth of insurance and investment experience to Ideal and is a great addition to our team,” said Ideal CU President/CEO Brian Sherrick. “We are excited to have him onboard to share his knowledge with our members.”
Founded in 1926, Ideal Credit Union is a member owned financial institution that specializes in providing excellent member service, great rates and convenience. Ideal CU offers a complete range of services, including a full suite of electronic banking products, savings, checking, loans, mortgage products and title services, exclusive VIP member payback, business services, investment services and more. Visit www.idealcu.com for details and locations.
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.