Michelle Carlson, Affinity Plus Investment Center

Michelle Carlson

Financial Advisor
I am honored to have the opportunity to partner with members on the many stages of life. As a Financial Advisor at Affinity Plus Investment Center. I am committed to providing exceptional service while offering the most appropriate investment options available based on each individual's needs.

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Contact Michelle

(651) 312-9751
St. Paul - LafayetteSt. Paul - CapitolHastings

Business Experience

2009–Present: Financial Advisor, Affinity Plus Federal Investment Center
2003–Present: Member Advisor, Affinity Plus Federal Credit Union

Qualifications

  • FINRA registered to sell securities
  • Chartered Retirement Plan 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