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Wealth Advisors Team

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck.

Meet the Wealth Advisors Team

Ideal Credit Union's Wealth Advisors Program offers retirement, insurance, and investment services to our members and their families. The Wealth Advisors Team consists of Craig Lundquist, Senior Wealth Advisor, Tracey Larsen, Associate Advisor, and Kristin Becker, Senior Wealth Advisor Office Coordinator.

Craig Lundquist

Senior Wealth Advisor

Craig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2002 and is committed to sharing his knowledge with our members.

Tracey Larsen

Associate Advisor

Tracey Larsen has worked in the investment industry for over 10 years, most recently with TD Ameritrade, where she served as a Senior Financial Consultant. Larsen has a Bachelor of Business Administration in Marketing from Texas Tech University and a Masters of Education in Reading from Texas A&M.

Kristin Becker

Senior Wealth Advisor Office Coordinator

Kristin Becker works alongside Craig Lundquist to provide expanded services and broader knowledge to Ideal CU members.

Together, Craig, Tracey, and Kristin will provide the expertise and service needed to assist you in creating a financial plan that will help land you right where you want to be.

Let us help

Ready to get started? Give us a call at 651-773-2876 or schedule an appointment.

Wealth Advisors Team Photo

Wealth Advisors Team

Call us: 651-773-2876

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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?

Advisor's Monthly Article

Some Changes Are Coming for 401(k)s
Provided by Craig Lundquist

Calculators

Put your goals into perspective

No-Cost Workshops

Join us for an upcoming Wealth Management Workshop
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