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Work with Someone You Trust

Wealth Advisors located at Ideal Credit Union is here to help you reach your financial goals. Whether you're thinking 5, 10, or 20 years ahead, a dedicated Wealth Advisors representative is ready to assist you in creating a plan that will land you right where you want to be.

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Meet the Team

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

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Lisa Blevens, Wealth Advisors Representative

Lisa Blevens brings 18 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.

Schedule an Appointment
Call us at 651-773-2876

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Scott Zoellner, Wealth Advisors Representative

Scott has a great deal of related investment experience – he has worked in the investment and insurance industry for over 20 years, including recruiting and developing junior Financial Advisors. He is fully licensed for investments and insurance in Minnesota and Wisconsin and has experience at the highest level of life insurance and retirement income planning. Scott has a wealth of insurance and investment experience to share with Ideal Credit Union members.

Schedule an Appointment
Call us at 651-773-2876

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Lori Bannie, Wealth Advisors Sales Assistant

Lori Bannie brings 16 years of experience in the financial and retirement industry. She has worked in many aspects of the field, including estate settlements, retirement planning, 401k/IRA investment guidance and ownership changes. Lori works on the Wealth Advisors team as a Registered Sales Assistant.

Schedule an Appointment
Call us at 651-773-2876

*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.