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Investing

Plan With Someone
in Your Corner

Team up with Servion Financial Advisors to build a personalized plan for retirement, family goals, and every milestone ahead.

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One Advisor for Every Big Goal

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Retirement Planning

Compare Roth, SEP, SIMPLE, and Traditional IRAs for life after work.

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College Savings

Put money toward tuition with 529 plans or Coverdell accounts.

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Investments

Spread what you invest across mutual funds, bonds, and stocks.

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Protection and Taxes

Sort through estate, insurance, long-term care, and disability questions.

VISIT SERVION FINANCIAL ADVISORS

Get to Know the Servion Team

Together, they bring more than 70 years of advising experience and 120 years in the credit union industry.

Dave Edelman

Financial Advisor

Dave helps individuals and small business owners prepare for retirement with a focus on income for the years ahead. He began his financial services career in 2004 and lives in his hometown of Roseville with his family and rescue dog, Cooper.

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Jeff Stohr

Financial Advisor

Jeff breaks investing and retirement planning into manageable steps, helping clients understand their choices. He has more than 21 years of experience and lives in Savage with his family. Outside work, he enjoys golfing and walking the dog.

Jeff

Dave Murdock

Financial Advisor

Dave helps credit union members develop retirement plans around their individual needs. He began his financial services career in 1993 and focuses on giving investors guidance as they work toward their goals.

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Randy Thiel

Financial Advisor

Randy works closely with clients to develop financial plans around their individual needs. A lifelong Minnesotan, he began his financial career in 1993 and draws on that experience to help clients pursue their goals.

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Picture Life After Your Last Paycheck

Use our retirement calculator to estimate how much you may need saved.

CALCULATE YOUR RETIREMENT NEEDS
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Book Your First Call With Servion

Tell an advisor where you want your money to take you, and they’ll help you get there.

Request a Servion Appointment View More Planning Services

Check the background of your investment professional on FINRA's BrokerCheck.

Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.