Wealth Advisors

Ideal Credit Union is pleased to bring you the Wealth Advisors Program, offering retirement, insurance, and investment services to our members and their families. Whatever your unique needs may be, Senior Wealth Advisor Craig Lundquist and Senior Wealth Advisor Coordinator Kristin Becker are here to help.

Check the background of Wealth Advisors investment professionals on FINRA's BrokerCheck.

Some investment guarantees make complex promises with fees to match. Others deliver the clarity and protection you deserve.

Talk to your financial advisor

to be sure you know the difference

Meet With Us

Some investment guarantees make complex promises with fees to match. Others deliver the clarity and protection you deserve.

Talk to your financial advisor

to be sure you know the difference

Meet With Us

Our Services

Retirement

Start a goal-oriented savings plan today – and stick with it. Save for and live well in retirement.

Annuities

To help you save for, and live in retirement. Protect assets from market volatility.

Insurance

Protect yourself and the ones you love from the unexpected. Gain peace of mind.

Investments

Individual investments to complement your lifestyle. From conservative to ultra aggressive.

Schedule a No-Cost Consultation

Schedule a no-cost, no-obligation consultation with Senior Wealth Advisor Craig Lundquist.

Make an Appointment

Call 651-773-2876

Read Craig's Monthly Article

*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.CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-1723849.1-0317-0419