MMFCU Investment & Retirement Services
Invest Now Benefit Later
Our investment and retirement services team can help you with investing retirement money, or provide comprehensive wealth management services – from 401(k)s, annuities or IRAs to college savings and long term care plans. The financial life planning they provide can help identify your current needs and outline a plan for your future.
Access Your Investment Accounts
Current investment clients can access their investment account and portfolio information through ‘Account View’ by LPL, along with valuable investment information.
If you do not have log-in information, please call your local office and ask for Anissa, Randy or Wendy.
Serving You
Through Mid Minnesota Investment and Retirement Services you can meet with an experienced LPL Financial Advisor to discuss investment strategies for comprehensive and individualized financial strategies to help you work towards your financial goals.
LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER™
Randy has more than 30 years of experience in financial advising, with a majority of his career spent with Voya Financial Advisors in Iowa. Most recently he was with Packerland Brokerage as an Investment Advisor Representative in Wisconsin. He holds Series 7 and 63 registrations through LPL, as well as a CERTIFIED FINANCIAL PLANNER™ designation. Financial Advisors at Mid Minnesota Investment and Retirement Services offer financial planning through LPL Financial. Randy is located in our Brainerd location located at 200 South Sixth Street. Contact Randy at (218) 829-0371 ext. 138.
LPL Financial Advisor
Mark earned a Bachelor’s Degree in Mass Communications from University of Jamestown, ND. Then he returned to his hometown of Crosby, MN, to give back to the community. In addition to sharing his professional money management knowledge Mark is investing time in the next generation mentoring youth to develop their skills and love for the game of basketball. He looks forward to putting his experience to work impacting people’s lives in the community he calls home. Financial Advisors at Mid Minnesota Investment and Retirement Services offer financial planning through LPL Financial. Mark is located in our Brainerd Office and travels to the communities of Crosby, Aitkin and the surrounding area to meet with clients. Contact Mark at (218) 829-0371 ext. 136.
LPL Financial Advisor, CRPC™
Matt is a Chartered Retirement Planning Counselor (CRPCTM) which means his experience and training support a “road map” for strategies before and after retirement. With six years of experience in investment and retirement services, Matt helps individuals through a holistic and personalized approach to their specific financial needs and goals. Matt is a North Dakota native and graduated with a finance degree from North Dakota State University. He lives in the Perham area with his family and enjoys the Minnesota outdoors in all seasons. Matt is in our Detroit Lakes Office and travels to the surrounding areas including Wadena and Ada to meet with clients. Contact Matt at (218) 844-5540 Ext. 861.
LPL Financial Advisor
Wendy earned a Bachelor’s Degree in Personal Finance and Banking with a minor in Business from South Dakota State in Brookings, SD. Wendy’s experience in investment accounts and retirement services can help individuals identify strategies to help them pursue their financial goals with confidence. Throughout Wendy’s career, she has most enjoyed helping people with their personal finances. She is a volunteer with Junior Achievement, Habitat for Humanity, Lakes Area Professional Women, and the Alexandria Area Chamber of Commerce. She enjoys being outside, gardening, riding horse and spending time with her family. Financial Advisors at Mid Minnesota Investment and Retirement Services offer financial planning through LPL Financial. Wendy is located in our Alexandria location located at 405 50th Avenue West. Contact Wendy at (320) 762-2686 ext. 809.
Know who you are working with
Check the background of the investment professional associated with this site on FINRA’s BrokerCheck.
Disclaimers
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Mid Minnesota Federal Credit Union (MMFCU) and Mid Minnesota Investment & Retirement Services (MMIRS) are not registered broker/dealers or investment advisor. Registered representatives of LPL offer products and services using MMIRS and may also be employees of MMFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MMFCU or MMIRS. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Florida, Iowa, Kansas, Minnesota, Montana, Nebraska, North Carolina, North Dakota, New York, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin and Wyoming.