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.

Sign up for the Wealth Advisors eNewsletter

Sign up for the Wealth Advisors eNewsletter to receive tips, updates and helpful planning and investment resources.

Meet the Team

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

lisa web
Lisa Blevens, Wealth Advisors Representative

Lisa Blevens is the Senior Financial Advisor at Ideal Credit Union and has been helping its members since 2012. She brings over 18 years of experience in investments, insurance and retirement income planning. Lisa enjoys creating individualized plans to help members transition to and through retirement.

Schedule an Appointment
Call us at 651-773-2876

Scott Zoellner photo
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 registered and 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

*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.