Investment Services

Lisa_Blevens_PCU_Retirement_Investment_Rep__financial_Planner_

Lisa Blevens
651-773-2876

Lisa Blevens MEMBERS Financial Services Rep

MEMBERS Financial Services* Representative, Lisa Blevens brings 14 years of experience in the financial investment and retirement planning industry. From Cottage Grove, MN, Lisa is excited to provide PCU members the guidance needed when it comes to their financial planning needs.

Get a financial check-up with Lisa

Typically, we visit the doctor annually for a health check-up. It's important to do an annual financial check up too! Review your financial plans each year and check the 'vital signs' with Lisa Blevens, MEMBERS Financial Services Representative.

Professional financial investment services

These services are made available through MEMBERS Financial Services located at PCU:

  • How much money should I save for retirement?
  • Am I saving enough in my 401k?
  • Will I have to work during retirement?
  • How do I develop an investment plan?
  • Is the stock market safe to invest in at my age?
  • Will I ever be able to afford to send my kids to college?
  • Annuity, bond, mutual funds, stock-market; what is the right choice?


Planning for your future can be intimidating. If you've asked yourself some of these same questions, MEMBERS Financial Services can help! Get the whole story on just about any investment option with the guidance you need to make informed decisions about your assets.

Get help from a licensed and registered financial planning professional, Lisa Blevens, MEMBERS Financial Services Representative located at PCU to assess your portfolio and retirement plans:

  • Retirement savings planning - Define goals. What should I save and how should I invest
  • Retirement income planning - What's the most efficient way to utilize my retirement income?
  • Personal financial analysis - Where am I today? What do I need to do to reach my financial goals?
  • Investment Analysis & Portfolio Management - How are my current investment plans performing. Should I make changes?

Additional investment and insurance services:

  • Full service brokerage
  • Mutual funds
  • Tax-deferred annuities both fixed and variable
  • Stocks
  • Government, municipal and corporate bonds
  • Roth and Traditional IRAs
  • 401 k and Tax Sheltered Annuities (TSA's)
  • Disability & life insurance
  • Long-term care insurance

 

Additional Resources

You can also visit the MEMBERS Financial Network online which provides many helpful tools and a wealth of advice about financial management.

Contact the MEMBERS Financial Services Representative located at PCU:

Lisa Blevens - 651-773-2876


* Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment adviser, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866-512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by PCU. The representatives may also be PCU employees who accept deposits on behalf of PCU. CBSI is under contract with PCU through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states in the USA

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