(Woodbury, MN – June 14, 2019) Tracey Larsen has joined the Wealth Advisors team located at Ideal Credit Union. Larsen has worked in the investment industry for over 10 years, most recently with TD Ameritrade, where she served as a Senior Financial Consultant.
Larsen has a Bachelor of Business Administration in Marketing from Texas Tech University and a Masters of Education in Reading from Texas A&M. She joins Senior Wealth Advisors Craig Lundquist and Wealth Advisors Office Coordinator Kristin Becker, who came to Ideal CU in 2017. The Wealth Advisors program located at Ideal Credit Union offers retirement, insurance and investment services to credit union members and their families.
“With her knowledge and experience, Tracey will be a great addition to the Wealth Advisors team,” said Ideal CU President/CEO Brian Sherrick. “We are glad to have her onboard to assist Craig and Kristin in providing our members with the exceptional investment services they expect from their credit union.”
Founded in 1926, Ideal Credit Union is a member owned financial institution that is dedicated to providing financial services driven by a sincere and personal interest in the needs of our employees, members and community. Ideal CU offers a complete range of services, including a full suite of digital banking products, savings, checking, loans, mortgage products, exclusive VIP member payback, business services, investment services and more. Offices are located in Eagan, Hugo, Inver Grove Heights, North St. Paul, Stillwater and Woodbury. Visit idealcu.com for details and directions. Ideal has been voted “Best Credit Union in the East Metro” three years in a row by readers of the Stillwater Gazette and was named a 2018 Star Tribune Top 150 Workplace. Equal Housing Lender.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.