Meet your Wealth Advisors Representative
Ideal Credit Union members have no-cost access to Wealth Advisors investment services. Your representative Lisa Blevens brings 17 years of experience in the financial investment and retirement planning industry. From Cottage Grove, MN, Lisa is excited to assist Ideal Credit Union members with their financial planning needs, including:
- 401(k) / Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-term Care Insurance
- Wealth Management
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, Wealth Advisors located at Ideal CU Representative.
Request an appointment
*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.