Todd Utecht, Affinity Plus Investment Center

Todd Utecht

Senior Financial Advisor

My mission here at the Investment Center is to bring the positives of the credit union experience (clear pricing, member advocacy, honesty) to the financial services sector.

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Contact Todd

(651) 312-9315
Roseville

Business Experience

2017–Present:  Senior Financial Advisor, Affinity Plus Investment Center
2007–2017:  Program Manager, Affinity Plus Investment Center
2003–2006:  Senior Financial Advisor, Affinity Plus Investment Center
2000–2002:  Steven Foster Financial Advisors

Member: CFA Institute, CFA Society

Education

MBA, University of St. Thomas, Minnesota
B.B.A., Finance, University of Minnesota - Duluth, Minnesota

Qualifications

  • Chartered Financial Analyst, (CFA)
  • Certified Financial Planner, (CFP)
  • 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