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Advia Financial Advisors

Offer personalized service, catered to
your individual financial needs and goals.
Advia Financial Advisors Credentials

Located at Advia Credit Union, our Advia Financial Advisors offer a variety of insurance and investment products that complement those offered by the credit union.

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.

Advia Financial Advisors can help you with:

  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning - Including IRA Options
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Visit FINRA's BrokerCheck® to research your Advisor's background & experience.

Mark Stein

Mark Stein

Financial Advisor

844.238.4228 ext. 4139

Mark's Bio
Carol Diest

Carol Diest

CRPC®† Vice President,
Wealth Management

844.238.4228 ext. 1445

Carol's Bio
Leora King

Leora King

Financial Advisor

844.238.4228 ext. 5123

Leora's Bio
Jerry Johnson

Jerry Johnson

Financial Advisor

844.238.4228 ext. 1331

Jerry's Bio

Advisors with Advia Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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®.