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.


  • Kotchi Prosper, Affinity Plus Investment Center

    Kotchi Prosper

    Director of Investment & Retirement Services
    Life & Health InsuranceRetirement PlanningSecurities

  • Todd Utecht, Affinity Plus Investment Center

    Todd Utecht

    Senior Financial Advisor
    Life & Health InsuranceRetirement PlanningSecurities
    Roseville

  • Michelle Carlson, Affinity Plus Investment Center

    Michelle Carlson

    Financial Advisor
    Life & Health InsuranceRetirement PlanningSecurities
    St. Paul - LafayetteSt. Paul - CapitolHastings

  • Dean Lee, Affinity Plus Investment Center

    Dean Lee

    Financial Advisor
    Life & Health InsuranceRetirement PlanningSecurities
    Fergus FallsMoorheadAlexandriaMoorhead - MSUM Campus

  • Landon Magee, Affinity Plus Investment Center

    Landon Magee

    Financial Advisor
    Life & Health InsuranceRetirement PlanningSecurities
    WinonaRochester

  • Lisa Mallery, Affinity Plus Investment Center

    Lisa Mallery

    Financial Advisor
    Life & Health InsuranceRetirement PlanningSecurities
    LakevilleFaribaultMankato Community

  • Alex Sutherland, Affinity Plus Investment Center

    Alex Sutherland

    Financial Advisor
    Life & Health InsuranceRetirement PlanningSecurities
    St. Cloud CommunityCoon RapidsCambridge

  • Corey Whitcomb, Affinity Plus Investment Center

    Corey Whitcomb

    Financial Advisor
    Life & Health InsuranceRetirement PlanningSecurities
    Minneapolis - UniversityNicollet Mall

  • Jenny Larson, Affinity Plus Investment Center

    Jenny Larson

    Registered Representative
    Life & Health InsuranceRetirement PlanningSecurities
    Bemidji - Hannah AvenueDuluthGrand Rapids

  • Carlton Rollwagen, Affinity Plus Investment Center

    Carlton Rollwagen

    Coordinator
  • Evan Sturtz, Affinity Plus Investment Center

    Evan Sturtz

    Coordinator
  • Tommy Breen, Associate Financial Advisor

    Tommy Breen

    Associate Financial Advisor
    Life & Health InsuranceSecurities
    Roseville

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