Mid- Minnesota is pleased to welcome Wendy Oksness- LPL Financial Advisor to the Investment and Retirement Services team!
Wendy recently came to Mid-Minnesota and is located in our Alexandria office. Stop by or call Wendy at (320) 762-2686 ext. 809 to request additional information or an appointment.
Mid-Minnesota is excited to have two experienced financial advisors on the team. Rory Papenfuss, Mid-Minnesota Investment and Retirement Services - LPL Program Manager & Financial Advisor, is an excellent resource for our members.
Rory & Wendy can help you with a specific need, such as 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.
We invite you to visit Rory at his office located at the MMFCU Brainerd Building at 200 South 6th Street, or call for an appointment by asking for Rory at extension 139 or request more information online.
Portfolio Information for Current Investment Members
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 contact Rory, Wendy, Amy, or Deanna.
*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.