Financial Professionals
Our expert team is here to help you meet your financial goals, whatever they may be.
Connect with an AdvisorWhat can we help with
Financial Planning
Establish financial goals and make a plan to reach them.
Investments
Learn investment strategies and open the accounts that best fit your goals.
Retirement
Plan and save for when you leave the workforce.
Insurance
Protect yourself and your loved ones from the unexpected.
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We’ll connect you with a financial professional who can best suit your needs.
Meet our Team
Check the background of our financial professionals on FINRA's BrokerCheck.
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Kotchi Prosper
Director of Investment & Retirement Services -
Todd Utecht
Senior Financial Advisor -
Michelle Prosper
Financial AdvisorLife & Health InsuranceRetirement PlanningSecuritiesSt. Paul – LafayetteHastings
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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
Learn about investing
Investment Center Disclosures
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.