Investment Representatives

Todd Utecht

Senior Financial Advisor

p (651) 312-9315 | (877) 267-0255 ext. 9315

advisors@affinityplus.org

LinkedIn

Locations Covered

St. Paul - Lafayette*

*By appointment only

My mission here at the Investment Center is to bring the positives of the credit union experience (clear pricing, member advocacy, honesty) to the financial services sector.

Experience

Business experience

2017-Present Senior Financial Advisor, Affinity Plus Investment Center
2007 - 2017 Program Manager, Affinity Plus Investment Center
2003-2006 Senior Financial Advisor, Affinity Plus Investment Center
2000-2002 Stevens Foster Financial Advisors

Education

  • B.B.A., Finance, University of Minnesota - Duluth, Minnesota
  • MBA, University of St. Thomas, Minnesota

Qualifications

  • Chartered Financial Analyst, (CFA)
  • Certified Financial Planner, (CFP)
  • FINRA registered to sell securities
  • Life and Health Insurance licensed

Memberships

  • CFA Institute
  • CFA Society

 

Manage your account

Check the background of this investment professional on FINRA's BrokerCheck.

BrokerCheck Access CUNA Brokerage Account

Affinity Plus Investment Center advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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