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Central Minnesota  Financial Advisors

Wealth management strategies with a friendly and knowledgeable team.

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Retirement

Retirement Planning

The future will be here soon. Get started by saving now.

 

Insurance

Insurance Services

What types of insurance will I need as I age?

 

Social Security

Social Security

Social Security planning strategies for all budgets and scenarios.

 

Webinar

Education Planning

Start saving for education expenses with special accounts.

 

financial planning

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.

Meet an Advisor Investment Account Login Attend a Seminar

Central Minnesota Financial Advisors

At Central Minnesota Financial Advisors (CMFA), our professionals offer individualized service, tailored to your specific goals.

CMFA has all the experience and knowledge of national investment firms but are dedicated to serving the needs of Central Minnesota.

Our Capabilities

  • Creating savings and investment plans
  • Building net worth and managing wealth
  • Creating income from assets
  • Social Security planning strategies
  • Tax Advantaged strategies*
  • Retirement and estate transfer planning*
meeting with finance advisor
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.

Meet an Advisor

 

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 Central Minnesota Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Minnesota Financial Advisors, 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 Central Minnesota Financial Advisors. 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 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.