Planning for your future has never been easier than with Servion Financial Advisors and Cetera Wealth Services, LLC, a national securities brokerage firm. This added service brings you access to a full range of investment services through Cetera Wealth Services, LLC located right here at your credit union.
Jeff Stohr, Financial Advisor, is now available by appointment during normal office hours to assist you with various products and services like:
- Consolidation of Retirement Plans
- Traditional and Roth IRAs
- Retirement Planning
- College Planning
- Mutual Funds
- Annuites
As an existing member of the credit union, you can receive a complimentary consultation with Financial Advisor Jeff Stohr. Investment services are offered for both individuals and businesses.
Pursue your financial future. Make the call!
Jeff can be reached for appointments by calling him directly at 763-764-6963 or emailing him at jstohr@servionfa.com.
Check the background of this 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 residence 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.
Resources & Disclosures
Securities Investor Protection Corporation(SIPC)
Financial Industry Regulatory Authority, Inc. (FINRA)
Important Information and Form CRS
Business Continuity Plan