National ATMsMagnifi Wealth Management
Wealth management strategies with a friendly and knowledgeable team.
The future will be here soon. Get started by saving now.
Keep it. Let it ride. Roll it over.
Social Security planning strategies for all budgets and scenarios.
NEW - Self-Guided Wealth Portfolio
Easy online investing with the guidance of a financial advisor!
Financial Guidance
from experienced local professionals
It's never too early—or too late—to plan for your financial future. We can help break down your financial goals into small steps so you can better understand your options and make informed decisions, whether you’re an individual or a business owner.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Access old records (prior to May 28, 2022) with CUNA Brokerage.
Magnifi Wealth Management Professionals
At Magnifi Wealth Management, our professionals offer individualized service, tailored to your specific goals.
Magnifi Wealth Management has all the experience and knowledge of national investment firms but are dedicated to serving the needs of Minnesota.
Our Capabilities
- Creating savings and investment plans
- Building net worth potential and managing wealth
- Creating income from assets
- Social Security planning strategies
- Tax Advantaged strategies
- Retirement and estate transfer planning
- Education planning and funding
- New! Self-Guided Wealth Portfolios
Let's build a road map for your financial future.
No-obligation, no-cost financial consultation. Set up an appointment with a financial advisor to discuss wealth management, retirement planning, life insurance more.
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.
LPL Financial Form CRS
Securities and advisory
services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer
(member FINRA/SIPC). Insurance
products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and
Magnifi Wealth Management are not
registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products
and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These
products and services are being offered through LPL or its affiliates, which are separate entities
from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance
offered through LPL or its affiliates are:
|
Not Insured by NCUA or Any |
Not Credit Union |
Not Credit Union |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
