Skip Navigation

Mid Minnesota Investment and Retirement Services Icon


Save Now; Benefit Later

Our investment and retirement services team help you plan for a better tomorrow. We can help you with investing retirement money, or provide comprehensive wealth management services - from 401(k)s, annuities or IRAs... to college savings and long term care plans. The financial life planning they provide can help identify your current needs and outline a plan for your future financial goals. 


 

Serving You 

Randy Butler, LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER™

Randy has more than 30 years of experience in financial advising, with a majority of his career spent with Voya Financial Advisors in Iowa. Most recently he was with Packerland Brokerage as an Investment Advisor Representative in Wisconsin. He holds Series 7 and 63 registrations through LPL, as well as a CERTIFIED FINANCIAL PLANNER™ designation. Mid Minnesota financial planning is offered through LPL Financial. Randy is located in our Brainerd location located at 200 South Sixth Street. Stop by or call Randy at (218) 829-0371 ext. 138 to request an appointment or additional information.
 

Wendy Oksness, LPL Financial Advisor

Wendy earned a Bachelor's Degree in Personal Finance and Banking with a minor in Business from South Dakota State in Brookings, SD. Wendy's experience in investment and retirement services can help individuals identify strategies to help them pursue their financial goals with confidence. Throughout Wendy's career, she has most enjoyed helping people with their personal finances. She is a volunteer with Junior Achievement, Habitat for Humanity, Lakes Area Professional Women, and the Alexandria Area Chamber of Commerce. She enjoys being outside, gardening, riding horse and spending time with her family.  Mid Minnesota financial planning is offered through LPL Financial. Wendy is located in our Alexandria location located at 405 50th Avenue West. Stop by or call Wendy at (320) 762-2686 ext. 809 to request an appointment or additional information.


Contact Wendy and learn more about LPL Financial through a free, no-obligation strategy sessions.



Access your investment account through 'Account View' by LPL

Current investment clients can access their investment portfolio and account information, along with valuable investment information by clicking here. If you do not have log-in information, please call your local branch location and ask for Anissa, Randy or Wendy. 



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 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 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. 

^ BACK TO TOP