Dean Lee, Affinity Plus Investment Center

Dean Lee

Financial Advisor
As a Financial Advisor of the Affinity Plus Investment Center, I am committed to working with you in developing an investment plan that meets your financial needs and investment timeframe. My goal is to not only help you make investment choices, but also to educate you along the way so that you are informed and comfortable with your investment decisions.

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Contact Dean

(651) 312-9529 | (877) 267-0255 ext. 9529
Fergus FallsMoorheadAlexandriaMoorhead - MSUM Campus

Business Experience

2016–Present: Financial Advisor, Affinity Plus Investment Center
2013–2016: Registered Representative, Affinity Plus Investment Center
2012–2016: Member Advisor, Affinity Plus Federal Credit Union

Qualifications

  • FINRA registered to sell securities
  • Life and Health Insurance licensed

Investment Center Disclosures

Affinity Plus Investment Center professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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