Woodbury, MN – Craig Lundquist, a financial professional at Ideal Wealth Advisors located at Ideal Credit Union, has been appointed to the Senior Advisor Leadership Team (SALT) with TruStage™. This distinction is awarded to a select number of financial professionals working through credit unions with TruStage who demonstrate a consultative approach with their clients, exceptional sales productivity and leadership within their credit union and among their peers.

Craig brings a wealth of experience to his role as a Wealth Advisor, backed by over two decades in the investment and insurance industry. Since beginning his career in 2003, he has developed a deep understanding of financial planning and wealth management. Craig is passionate about helping people navigate their financial journeys and is dedicated to sharing his expertise with Ideal Credit Union members, empowering them to make informed decisions and work towards their long-term goals. His commitment to building collaborative relationships and providing personalized guidance has earned him well-deserved recognition in his field.

“Craig’s dedication to helping people pursue their financial goals is truly exceptional. His depth of experience, personalized approach and genuine passion for what he does make him an invaluable asset to Ideal Wealth Advisors. We’re incredibly proud to have him here.” — Alisha Johnson, Chief Growth Officer

In addition to providing sound input and representing their fellow advisors with TruStage leadership and staff, Lundquist also serves as an ambassador for TruStage and fellow financial professionals across the country.

“In collaboration with our credit union partners, each SALT member plays a unique role in demonstrating our values through their leadership and passion for doing the right thing,” said Paul Chong, TruStage’s Senior Vice President for Wealth Distribution. “Being appointed to our 2025 Senior Advisor Leadership Team is a special recognition, and Craig has not only demonstrated outstanding commitment to helping people navigate toward a brighter financial future but has earned the confidence of more than 500 peers to help lead them into the future.”

The professionals at Ideal Wealth Advisors are committed to providing access to products and services that bring Ideal Credit Union members closer to living their Ideal Life. We believe Ideal Wealth Advisors does just that by offering retirement, insurance and investment services that can help you pursue your financial goals.

About TruStage Wealth Management Solutions:

Program consultation and support services are offered to credit unions and registered representatives of LPL Financial through TruStage™ Wealth Management Solutions, a marketing name of CUNA Brokerage Services, Inc. (CBSI). CBSI is a limited business broker/dealer (member FINRA/SIPC), a fully owned subsidiary of TruStage Financial Group, Inc. These entities are not affiliated with LPL Financial and do not provide advisory services or brokerage services to retail clients.

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. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors, and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Ideal Credit Union or Ideal Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: