CU Preferred InvestmentsDefine your financial goals
Planning for your future has never been easier than with CU Preferred Investments and Cetera Advisor Networks, a national securities brokerage firm. This added service brings you access to a full range of investment services through Cetera Advisor Networks right here at your credit union.
David Murdock, your Financial Advisor, is now available by appointment during normal office hours to assist you with mutual funds, annuities, IRAs, investment planning, college planning and more.
As an existing member of the credit union, you can receive a free consultation with your Financial Advisor. Investment services are offered for both individuals and businesses.
Secure your financial future. Make the call!
Dave can be reached by appointment through a financial service representative at the credit union or by calling Dave directly at 651-765-6778.
Check the background of this investment professional on FINRA’s BrokerCheck.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SlPC. lnvestments are; ● Not NCUSIF insured. May lose value. Not financial institution guaranteed ● Not a deposit. Not insured by any federal government agency, Cetera is under separate ownership from any other named entity ● Wakota Federal Credit Union, 1151 Southview Blvd. South St. Paul 55075 ● 651-451-3330.
David Murdock, Financial Advisor