National ATMsFinancial 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.
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
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.
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, Waite Park.
Rachel Kulzer
Financial Advisor, LPL Financial
Meet with Rachel at any of the following Magnifi Financial branches: Albany, Belgrade, Paynesville, Spicer.
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.
