Save Now; Benefit Later
Our investment and retirement services help you plan fora 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 Mid- Minnesota's Financial Advisors and team!
Rory Papenfuss, LPL Financial Advisor
Brainerd area native Rory Papenfuss is a LPL Financial Advisor at Mid-Minnesota Investment and Retirement Services. Papenfuss is a graduate of Crosby-Ironton High School and St. Cloud State University. He has also served as a guardsman with the Minnesota Air National Guard for over 24 years. He is a coach with the Brainerd Amateur Hockey Association, as well as a member of the Brainerd Lakes Chamber of Commerce, the Cuyuna Lakes Chamber of Commerce, and the Bay Lake Area Lions Club.
We invite you to visit Rory at his office in our Brainerd Branch; located at 200 South 6th Street. Or, call (210) 829-0371 for an appointment by asking for Rory at extension 139.
Wendy Oksness, LPL Financial Advisor
Okness 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. Oksness 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 Branch; 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 Rory or Wendy and learn more about LPL Financial through a free, no-obligation strategy sessions.
Deanna Fisher- Borders and Amy Enge
Deanna Fisher- Borders and Amy Enge are Financial Services Coordinators located in our Brainerd Branch. Both Deanna and Amy work closely with Rory and Wendy. Current investment members 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 Rory, Wendy, Deanna, or Amy.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Mid-Minnesota Federal Credit Union and Mid-Minnesota Investment & Retirement Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Mid-Minnesota Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Mid-Minnesota Federal Credit Union and are not endorsed, recommended or guaranteed by Mid-Minnesota Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. 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.