Lisa Mallery, Affinity Plus Investment Center

Lisa Mallery

Financial Advisor
I work with members side by side to provide the most appropriate financial recommendations tailored to fit their individual goals.

Check the background of your financial professional on FINRA's BrokerCheck.

Contact Lisa

(651) 312-9882
LakevilleFaribaultMankato Community

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

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.

FR-3425775.1-0121-0223