Advia Financial Advisors

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

Located at Advia Credit Union, Advia Financial Advisors 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.

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.

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
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

*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®.