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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.

The Advia Financial Advisors program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Insurance planning 401(k) planning Retirement planning Estate conservation Investment planning Business planning Education funding
Financial Professionals
Helpful Tools & Links
Make an Appointment
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.

Research Our Financial Professionals

Helpful Investment Tools

Wise financial decisions are based on good information.
Investment Tools

Investment Tools

Use these helpful investment calculators.

Retirement Planning
College Savings
Savings Goals
Investment Links

Investment Links

Use these helpful investment links.

Investment Management Account Login
Fixed Annuity Policyholder Access

Schedule an Appointment!

Make your appointment to speak or sit down with a Financial Professional. They'll help answer questions about retirement planning, estate conservation, investment planning, or any other questions you may have.
Fill out my online form.

Financial Professionals with Advia Financial Advisors 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.

CRPC® is a registered service mark of the College of Financial Planning®.

FR-3096044.1-0520-0622