Financial Advisors

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

Visit our financial planning website

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 peace of mind 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 | Jul 14, 2022

5 Ways a Financial Advisor's Guidance Can Help

Financial advisors bring value to your life in multiple ways.

Learn More

Our Blog | Jun 16, 2022

5 Ways to Up Your Retirement Savings

Five practical tips to increase your retirement savings for a more secure future.

Learn More

Our Blog | Mar 31, 2022

4 Benefits of Rolling Your 401(k) Into an IRA

Is rolling an old 401(k) into an IRA a good choice? It could be. Here are some of the benefits.

Learn More

Let's Talk

Think Beyond Deposits and Loans

Your community wants financial advice and planning. Partnering with Servion Financial Advisors can help you deliver.
Contact Us

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.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Advisor, or Registered Representative or Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are property registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Registered Representative, or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator.

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

Broker Check

Disclosure Direct Links:

SIPC FINRA Privacy Policy Important Information Business Continuity Plan Order Routing