Investment Services

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Planning for your future has never been easier than with Servion Financial Advisors and Cetera Advisor Networks, a national securities brokerage firm.  This added service brings you access to a full range of investment services through Cetera Advisor Networks 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 stohrj@ceteranetworks.com.

Check the background of this investment professional on FINRA’s BrokerCheck.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SlPC, a broker-dealer and a Registered Investment Advisor. investments are; ● Not 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 ● Located at West Metro Schools Credit Union, 1001 Highway 7, Ste 249, Hopkins, MN  55305 ● (952) 988-4165.
 
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 properly 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.
 
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.
 
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). 

Resources & Disclosures​​​​​​

Securities Investor Protection Corporation(SIPC)
Financial Industry Regulatory Authority, Inc. (FINRA)
Cetera Advisor Networks Privacy Promise
Cetera Advisor Networks Important Disclosures
Cetera Advisor Networks Business Continuity
Cetera Advisor Networks Order Routing