Advia Financial Advisors Credentials

Advia Financial Advisors

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.

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.

Insurance planning 401(k) planning Retirement planning Estate conservation Investment planning Business planning Education funding
Get more info on investing in your future. Attend an informational seminar.

Meet Our Advia Financial Advisors

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
Conner Mader

Conner Mader

Registered Representative

844.238.4228, ext. 2367

Conner's Bio

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