Investment Representatives

Lisa Mallery

Financial Advisor

(651) 312- 9882

Locations Covered

Faribault | Mankato* | Lakeville

By Appointment Only*

I work with members side by side to provide the most appropriate financial recommendations tailored to fit their individual goals.


Business experience

2006-Present  Financial Advisor, Affinity Plus Investment Center
1997-2006 Mortgage Representative, The State Bank of Faribault
1995-1997 Customer Service Representative, Wells Fargo


  • FINRA registered to sell securities
  • Chartered Retirement 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