Investment Representatives

Michelle Carlson

Financial Advisor

(651) 312-9751

advisors@affinityplus.org

LinkedIn

Locations Covered

St. Paul –Capitol* | St. Paul – LafayetteHastings*

By Appointment Only*

I am honored to have the opportunity to partner with members on the many stages of life. As a Registered Representative at Affinity Plus Investment Center. I am committed to providing exceptional service while offering the most appropriate investment options available based on each individual's needs.

Experience

Business experience

2003-Present Member Advisor, Affinity Plus Federal Credit Union
2009-Present Financial Advisor, Affinity Plus Federal Investment Center

Qualifications

  • FINRA registered to sell securities
  • Chartered Retirement Plan Counselor (SM)
  • Life and Health Insurance licensed

 

Manage your account

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

BrokerCheck Access CUNA Brokerage Account

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. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Not NCUA/NSUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-147181.1-0416-0518

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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