Magnifi Wealth Management
Wealth management strategies with a friendly and knowledgeable team.
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.
- 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
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.
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.