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Financial Advisors

Your Magnifi Wealth Management 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.

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Magnifi Wealth Management  financial advisors

Magnifi Wealth Management professionals have all the experience and knowledge of big, national investment firms but are dedicated to serving the needs of Minnesota. All of our Magnifi Wealth Management team 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

Investments Account Login

Access old records (prior to May 28, 2022) with CUNA Brokerage.

Magnifi Wealth Management Seminars

Learn about various topics such as investing for retirement, account types, and strategies.

View Upcoming Seminars

Stephanie Mayers

Financial Advisor, LPL Financial

Meet with Stephanie at any of the following Magnifi Financial branches: Freeport, Glenwood, Melrose, and Sauk Centre.

Advisor Bio
Stephanie Mayers, financial professional

Michael Schwieters

Financial Advisor, LPL Financial

Meet with Michael at any of the following Magnifi Financial branches: Albany, Belgrade, Paynesville, and Spicer.

Advisor Bio
Michael Schwieters, financial professional

Matt Kreuzer

Financial Advisor, LPL Financial

Meet with Matt at any of the following Magnifi Financial branches: 
Avon, Cold Spring, Grey Eagle, Holdingford, Little Falls, Long Prairie, Sartell, St. Joseph, and Waite Park.

Advisor Bio

Matt Kreuzer, financial professional

Rachel Kulzer

Financial Advisor, LPL Financial

Meet with Rachel at any of the following Magnifi Financial branches: Albany, Belgrade, Freeport, Glenwood, Melrose, Paynesville, Sauk Centre, and Spicer.

Advisor Bio

Rachel Flint, financial professional

Ryan Damlo

Financial Advisor, LPL Financial

Meet with Ryan at any of the following Magnifi Financial branches: Moorhead, New York Mills, Perham, and Wadena.

Advisor Bio

Ryan Damlo, financial professional

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 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
Other Government Agency

Not Credit Union

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.