Wealth Advisors

Wealth Advisors

Educational Seminars

Wealth Management Seminars

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.

Income for Life

Join Senior Wealth Advisor Craig Lundquist and guest speaker Mike Mason to learn about the retirement income planning process, sources of that income, and more.

When & Where

Thursday, October 11th from 6:00pm to 7:00pm at Central Park in Woodbury.

You do not need to be a member of Ideal Credit Union to attend and are encouraged to bring guests. Refreshments will be served.

Topics to be covered

  • Review the need for retirement income planning and sources of that income
  • Consider strategies for retirement income
  • Describe the income planning process available through a financial advisor

Reserve your seat
Learn More


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

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