Our Osaic Institutions financial advisor, Lisa Blevens will work with you to develop a personalized plan. She will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.
They can meet with you in person at a MY CREDIT UNION branch or over the phone to help design the best plan for you and your goals.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. MY Retirement & Investment Solutions is a trade names of MY Credit Union. Osaic Institutions and MY Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
We will work with you to develop a specific investment program personalized for you.
We will help you build a plan to protect your future and shape your legacy.
Let us provide you the guidance and support to obtain your retirement goals.
Let us help you create the future you envision for yourself and your family.
We can help you with your 401k Rollovers options during job transitions or from plans from previous employers.
It is never too early to start maximizing your savings for your child’s education.
We will help ensure your wishes are met when distributing your assets.
Your advisor will help you meet your goals through your investments.
Lisa Blevens is our Osaic Institutions Financial Advisor located at MY Credit Union. Lisa has been in the financial services business for 24 years, with an emphasis on retirement income planning and advisory services. She attended Concordia University and is a Chartered Retirement Planning Counselor (CRPC).
Lisa resides in Cottage Grove, Minnesota, with her husband Brent and three children. In her free time, she enjoys playing golf and spending time with family and friends at the cabin.
Check the background of our investment representatives on FINRA’s BrokerCheck.
*MY CREDIT UNION does not provide legal services and individuals should consult their legal provider for their particular situation.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. MY Retirement & Investment Solutions is a trade name of MY Credit Union. Osaic Institutions and MY Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
Securities licensed in: MN, WI, AZ, FL, TX
Insurance licensed in: MN
Advisory registered in: MN
Please contact us today or visit us at one of our branch locations and we will be happy to assist you.