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Routing Number: 272483633

Advia Financial Advisors Credentials

Advia Financial Advisors

Located at Advia Credit Union, Financial Professionals with our Advia Financial Advisors program offer a variety of insurance and investment products that complement those offered by the credit union.
Insurance planning 401(k) planning Retirement planning Estate conservation Investment planning Business planning Education funding

The Advia Financial Advisors program is being transitioned from CUNA Brokerage Services, INC., to LPL Financial Services. LPL Financial Services is an industry leader in technology and support for financial professionals. This transition is occurring to better help serve our members and allow them access to improved member experiences including enhanced digital tools, simpler online access, and consolidated monthly statements for all their investment accounts. For more information about LPL Financial Services, please visit lpl.com.

If you are a current member, rest assured you do not need to complete any action steps to continue your relationship with the Advia Financial Advisors. However, if you choose to opt-out of having your investment and retirement accounts transitioned to LPL Financial Services, our Advia Financial Advisors will no longer be able to service those accounts.

Important Dates
April 25, 2022: Opt-Out deadline
May 21, 2022: Accounts electronically move to LPL Financial Services

Get more info on investing in your future. Attend an informational seminar.

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.
Leora King

Leora King

Financial Advisor

844.238.4228, ext. 5123

Leora's Bio
Kevin Paul

Kevin Paul

Financial Advisor

844.238.4228, ext. 4325

Kevin's Bio
Todd Bertsch

Todd Bertsch

Financial Advisor

844.238.4228, ext. 4139

Todd's Bio
Emilee Lawrence

Emilee Lawrence

Financial Advisor

844.238.4228, ext. 4324

Emilee's Bio
Scott Goldman

Scott Goldman

Financial Advisor

844.238.4228, ext. 2113

Scotts's Bio

Check the background of these investment professionals on FINRA's BrokerCheck.

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