Wealth Advisors

Wealth Advisors

Educational Seminars

Wealth Management Seminars

Stay on target with your financial goals

Wealth Advisors located at Ideal Credit Union* will be offering a series of educational seminars throughout the year at no cost and no obligation to you. Join Senior Wealth Advisor Craig Lundquist and guests to discuss some of the most relevant topics on planning for your future.

Upcoming seminars

Retirement Planning - March 15, 2018

Retirement Planning

Thursday, March 15, 2018
Central Park in Woodbury | Room B
8595 Central Park Pl, Woodbury, MN 55125

Join Senior Wealth Advisor Craig Lundquist to discuss some of the most basic retirement questions to ask yourself during the planning process, including what retirement means to you, at what age you plan to retire, and how long your retirement may last.

Register Online

Social Security Planning - May 3, 2018

Social Security Planning

Thursday, May 3, 2018
Central Park in Woodbury | Room B
8595 Central Park Pl, Woodbury, MN 55125

Join Senior Wealth Advisor Craig Lundquist and special guest Mike Mason from Members Insurance & Investments to discuss some of the most basic questions regarding social security benefits, including when you should start receiving reitrement benefits, how much you can expect to receive, and how working during retirement affects your benefits.

Register Online

Retirement Planning - June 21, 2018

Retirement Planning

Thursday, June 21, 2018
Comfort Inn & Suites in Stillwater
2000 Washington Ave S, Stillwater, MN 55082

Join Senior Wealth Advisor Craig Lundquist to discuss some of the most basic retirement questions to ask yourself during the planning process, including what retirement means to you, at what age you plan to retire, and how long your retirement may last.

Register Online


Set up a no-cost consultation

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

Make an Appointment

Call 651-773-2876


*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.

**Guest speakers are not affiliated with CBSI or its advisors. Opinions expressed are those of the speaker and do not necessarily represent CBSI or its management.

FR-1964306.1-1217-0120

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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