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Find the Right Financial Advisor for Your Investment Goals

Whether it’s planning for retirement, developing a personal investment strategy, or helping protect your family from life’s unexpected events, Servion Financial Advisors make it their priority to understand the financial goals you want to achieve. They work with you every step of the way to create a personalized plan that fits you and your lifestyle. 

Your Team of Advisors Can Help With

  • College Planning - Coverdell Education Savings & 529 Plans
  • Retirement Planning - Roth, SEP, Simple & Traditional IRAs
  • Estate Planning
  • Asset Allocation - Mutual Funds, Bonds & Common Stock
  • Insurance Planning
  • Tax Planning
  • Long-Term Care & Disability
  • Life Insurance 

Meet Your Servion Financial Investment Team

You can feel confident in knowing that your Servion financial professionals - Dave Murdock, Dave Edelman, and Randy Thiel - are part of a team that brings you over 50 years of advising experience and over 100 years in the credit union industry.

Dave Edelman

Dave began his career in financial services in 2004 and strongly believes that financial guidance is important for everyone regardless of assets, income or circumstance. He is committed to help people feel confident about their financial decisions & pursue greater financial success.

Headshot of Dave Edelman

 

 

 

 

 

 

(651) 765-6787
dedelman@servionfa.com
Lake Elmo, Woodbury & Maplewood Branch

Dave Murdock

Dave started his financial services career in 1993 and now is devoted to helping credit union members create strong & successful retirement plans. Dave is passionate about providing guidance to investors and helping create successful road maps according to each individuals' needs. 

Headshot of Dave Murdock

(651) 765-6778
dmurdock@servionfa.com
St. Paul & Eagan Branch

Randy Thiel

Randy is a life-time resident of Minnesota and started his financial career in 1993. He works closely with each client to develop a plan for their specific needs. Knowledge and experience plays a key role in helping Randy's clients move effectively toward their financial goals. 
 

Headshot of Randy Thiel

 

(651) 787-9534
rthiel@servionfa.com
Shoreview Branch

 

Securities & advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPCa 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. 500 Main St Suite 100, New Brighton, MN 55112 | (651) 631-3111

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. 

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. Check the background of this investment professional on FINRA's BrokerCheck. Investment products and services from this representative(s) available only to residents of Minnesota (MN). 

 

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