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Investment Services

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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.


wealth advisors team photoCraig 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.

 

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?

Wealth Advisor's Blog

Key Provisions of the CARES Act
Provided by Craig Lundquist

Calculators

Put your goals into perspective

No-Cost Educational Events

Join us for an upcoming Wealth Management Webinar
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2020 - 21 Holiday Hours

Martin Luther King, Jr. Day

Monday, January 20th
All locations closed.


President's Day
Monday, February 17th
All locations closed.


Good Friday
Friday, April 10th
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 25th
All locations closed.


Independence Day
Saturday, July 4th
All locations closed.


Labor Day
Monday, September 7th
All locations closed.


Columbus Day
Monday, October 12th
All locations closed.


Veterans Day
Wednesday, November 11th
All locations closed


Thanksgiving Day
Thursday, November 26th
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
Thursday, December 24th
All locations open until 1:00 p.m.
Lobby - 9:00 a.m. to 1:00 p.m.
Drive-thru - 9:00 a.m. to 1:00 p.m.


Christmas Day
Friday, December 25th
All locations closed.


New Year's Eve
Thursday, 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 (2021)
Friday, January 1st
All locations closed