Financial Advisors

Our financial advisors help credit unions and community banks bring wealth management, financial planning and related services to clients.

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Core Services

401(k) plan setup

We help business owners create 401(k) plans to benefit their employees and prepare them for retirement.

Traditional and Roth IRAs

Our team can help your clients create individual retirement accounts and help them understand what type may be the best fit for them.

Retirement planning

Help your clients enjoy reassurance that they are prepared for life after work.

College planning

Tuition costs continue to skyrocket, making strategic college planning even more valuable.

Insurance planning

From life insurance to long-term care insurance, careful planning can help ready us for the unexpected.

Business planning

Financial advice goes a long way toward helping business owners succeed, from starting up to winding down.

Investment advisory

Our advisors take the time to get to know your clients, understand their goals, and help them invest for their unique lives.

Trust and estate services

Financial advice is invaluable to anyone building an estate plan or administering a trust.

Our Blog | Mar 14, 2024

Financial Empowerment for Women: Navigating Life's Milestones with Confidence

Unlock the path to financial empowerment for women at every stage of life. Navigate the distinctive financial hurdles and prospects from twenties to sixties. Whether seizing independence or crafting a legacy, our expert guidance ensures you thrive in every phase. Explore your financial journey and seize opportunities for empowerment at every age.

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Our Blog | Jun 05, 2023

8 Financial Terms You Need to Know

As you start out in life, your finances can seem overwhelming. How can you start saving money? Taking out loans? Financing a house? Before you can set attainable goals for yourself, you must have a solid understanding of some basic financial terms. That's where we can help.

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Our Blog | May 04, 2023

10 Tips for Financial Literacy

The term “financial literacy” refers to a variety of different skills and concepts. Everyone's financial situation and financial well-being are different. People who are financially literate save more money and have less of a chance of fraud. To protect your finances, you should be familiar with and consider these ten recommendations.

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Think Beyond Deposits and Loans

Your community wants financial advice and planning. Partnering with Servion Financial Advisors can help you deliver.
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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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Investment products and services from this representative(s) available only to residents of Minnesota (MN).

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