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Advia Trust Services

Advia Trust Services

Put your trust in us. Our Advia Financial Advisors, located at Advia Credit Union, can help our members and their families manage and protect their future. Advia Financial Advisors can help you with:

Trust Services

Families are unique. Advia Trust Services has the financial strategies to suit each family's needs and protect their future.

Asset & Wealth Management

After a thorough portfolio evaluation, our financial advisors will build a program designed to meet their investment goals.

Estate Planning

Estate planning can occur at any stage in life and is a safeguard to ensure a family's future financial security.

Meet Your Advisor
Make an Appointment

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
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
Research Your Advisor
Make an Appointment

Schedule an Appointment!

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

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.

Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR-2502803.1-0419-0521