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The Wealth Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Helping you achieve your financial goals

At Ideal Credit Union we have always been committed to providing products and services that bring our members closer to living their Ideal Life. We believe the Wealth Advisors Program located at Ideal Credit Union does just that by offering retirement, insurance and investment services that can help our members reach their financial goals.


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.

 
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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