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Save Now; Benefit Later

Our investment and retirement services team help you plan for a better tomorrow. Rory and Wendy 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. 


Meet the team! 

Deanna Fisher-Borders, LPL Financial Consultant

Deanna is a LPL Financial Consultant located in our Brainerd location.  She has over 15 years experience in the financial services industry. Deanna is originally from Kansas but has called the Brainerd Lakes area home for over 25 years. Deanna works closely with Wendy and can assist you with your questions. She can be reached at (218) 829-0371 Ext. 138.


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 Wendy or Deanna. 



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: Arizona, Florida, Minnesota, Montana, Nebraska, North Dakota, Oregon, South Dakota, Texas, and Wisconsin.

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