Investment Representatives
What do you need help with?
We’ll try to connect you with an investment representative that suits your needs best. Even if there’s no rep available in your area, you can consult over the phone with any of our staff.
Check the background of these investment professionals on FINRA's BrokerCheck.
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Kotchi Prosper
Director of Investment & Retirement Services -
Todd Utecht
Senior Financial Advisor -
Michelle Carlson
Financial AdvisorLife & Health InsuranceRetirement PlanningSecuritiesSt. Paul – LafayetteSt. Paul – CapitolHastings
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Dean Lee
Financial AdvisorLife & Health InsuranceRetirement PlanningSecuritiesFergus FallsMoorheadAlexandriaMoorhead – MSUM Campus
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Landon Magee
Financial Advisor -
Lisa Mallery
Financial AdvisorLife & Health InsuranceRetirement PlanningSecuritiesLakevilleFaribaultMankato Community
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Alex Sutherland
Financial AdvisorLife & Health InsuranceRetirement PlanningSecuritiesSt. Cloud CommunityCoon RapidsCambridge
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Corey Whitcomb
Financial AdvisorLife & Health InsuranceRetirement PlanningSecuritiesMinneapolis – UniversityNicollet Mall
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Jenny Larson
Registered RepresentativeLife & Health InsuranceRetirement PlanningSecuritiesBemidji – Hannah AvenueDuluthGrand Rapids
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Tommy Breen
Associate Financial Advisor -
Carlton Rollwagen
Coordinator -
Evan Sturtz
Coordinator
Investment Center Disclosures
Affinity Plus Investment Center Financial Professionals 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.
FR-3425775.1-0121-0223