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

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