Meet our Financial Advisors.
We can help with a specific need, such as investing retirement money, or we can provide comprehensive wealth management services, covering all aspects of your financial life.
Todd Bertsch
Emilee Lawrence
Josh Lock
Sit down and chat face to face.
Make an appointment to speak or sit down with a Financial Advisor. They'll help answer questions about retirement planning, estate conservation, investment planning, or any other questions you may have.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Advia Credit Union and Advia Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Advia Financial Advisors, and may also be employees of Advia Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union or Advia Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Advia Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Advia Credit Union for these referrals. This creates an incentive for Advia Credit Union to make these referrals, resulting in a conflict of interest. Advia Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.