Mid Minnesota Investment and Retirement Services
Plan For Your Tomorrow, Starting Today.
Our team offers comprehensive wealth management and retirement planning—including 401(k)s, IRAs, annuities, and college savings. We’ll help you identify your current needs and build a strategic plan for your future.
Mark Hoge
LPL Financial Advisor
(218) 829-0371 ext. 136
mark.hoge@lpl.com
Matt Ratchenski
LPL Financial Advisor, CRPC™ conferred by College for Financial Planning
(218) 325-6540
m.ratchenski@lpl.com
Wendy Oksness
LPL Financial Advisor
(320) 762-2686 ext. 809
wendy.oksness@lpl.com
Anissa Klein
Mark Meyer
Program Manager
(218) 822-5140
mark.meyer1@lpl.com
Know who you are working with
Check the background of the investment professional associated with this site on FINRA’s BrokerCheck.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution 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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products offered through LPL Financial or its licensed affiliates . Mid Minnesota Federal Credit Union (MMFCU) and Mid Minnesota Investment & Retirement Services (MMIRS) are not registered broker/dealers or investment advisor. Registered representatives of LPL offer products and services using MMIRS and may also be employees of MMFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MMFCU or MMIRS. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Florida, Iowa, Kansas, Minnesota, Montana, Nebraska, North Carolina, North Dakota, New York, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin and Wyoming.