Advia Financial Advisors

Located at Advia Credit Union, Financial Professionals with our Advia Financial Advisors program offer access to a variety of insurance and investment products.

  • Retirement Services
  • Financial Management
  • Insurance Services
  • Education Planning
  • Wealth Management
Make an Appointment

Research our financial professionals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Meet our financial professionals.

We can help with a specific need, such as investing retirement money, or we can provide comprehensive wealth management services, covering all aspects of your financial life.

Todd Bertsch

Investment Representative

Emilee Lawrence

Investment Representative

Sit down and chat face to face.

Make an appointment to speak or sit down with a Investment Representative. They'll help answer questions about retirement planning, estate conservation, investment planning, or any other questions you may have.

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. Advia Credit Union and Advia Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Advia Financial Advisors, and may also be employees of Advia Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union or Advia Financial Advisors. 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.

Advia Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Advia Credit Union for these referrals. This creates an incentive for Advia Credit Union to make these referrals, resulting in a conflict of interest. Advia Credit Union is not a current client of LPL for advisory services. Please visit for more detailed information.

LPL Financial Form CRS