National ATMs
Financial Advisors
Your Central Minnesota Financial Advisors (CMFA) team is local,
dedicated, and knowledgeable.
We understand that everyone's path to wealth management and
retirement planning is different. It doesn't matter if you haven't started planning or if
you've hit many bumps in the road throughout life's journey - there's always an
opportunity to create a successful financial road map. Our team works with you through each life stage
and ensures you understand and are comfortable with your customized plan.
Central Minnesota Financial Advisors have all the experience and knowledge of big, national investment firms but are dedicated to serving the needs of Central Minnesota. All of our CMFA staff were born and raised in Minnesota - allowing them to understand the values and traditions of Minnesotans.
Set up a no-cost, no-obligation meeting with one of our distinguished financial advisors to get started today: (888) 597-4516 -OR- Request A Call Back
Access old records (prior to May 28, 2022) with CUNA Brokerage.
CMFA Seminars
Learn about various topics such as investing for retirement, account types, and strategies.
Stephanie Mayers
Financial Advisor, LPL Financial
Meet with Stephanie at any of the following Magnifi Financial branches: Freeport, Glenwood, Melrose, Sauk Centre.
Advisor Bio
Michael Schwieters
Financial Advisor, LPL Financial
Meet with Michael at any of the following Magnifi Financial branches: Albany, Belgrade, Paynesville, Spicer.
Advisor Bio
Matt Kreuzer
Financial Advisor, LPL Financial
Meet with Matt at any of the following Magnifi Financial
branches:
Avon, Cold Spring, Sartell, St. Joseph.
Rachel Flint
Financial Advisor, LPL Financial
Meet with Rachel at any of the following Magnifi Financial branches: Albany, Belgrade, Paynesville, Spicer.
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 |
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.
