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.
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.
These services are made available through MEMBERS Financial Services located at PCU:
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:
You can also visit the MEMBERS Financial Network online which provides many helpful tools and a wealth of advice about financial management.
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