Investment Representatives

Lisa Mallery

Financial Advisor

(651) 312- 9882

advisors@affinityplus.org

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.

Experience

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

Qualifications

  • 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

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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