Find the Right Investment Professional for Your Investment Goals

Whether it’s planning for retirement, developing a personal investment strategy, or helping protect your family from life’s unexpected events, Mill City Investment Services makes it their priority to understand the financial goals you want to achieve. They work with you every step of the way to create a personalized strategy that fits you and your lifestyle.

Your Team of Advisors Can Help With

College Strategies - Coverdell Education Savings & 529 Plans
Retirement Strategies - Roth, SEP, Simple & Traditional IRAs
Estate Strategies
Asset Allocation - Mutual Funds, Bonds & Common Stock
Insurance Strategies
Tax Strategies
Long-Term Care & Disability
Life Insurance

Meet Your Mill City Investment Services Team

You can feel confident in knowing that your Mill City Investment Services Team – Brad Palmersheim and Jeff Stohr – are part of a team that brings years of advising experience and over 100 years combined in the credit union industry.

Mill City Investment Team Update | Mill City Investment Advisor, Tom Walker, is moving onto a new stage of his career and will be partnering with our new Registered Representative, Jeff Stohr, to ensure the strategies and investments you have put in place continue to help meet your needs. Utilizing Tom’s past 18 years of experience, he will remain a valuable resource for Jeff during this transition.

Brad Palmersheim: Brad’s financial services career first began by helping individuals pursue their investment and insurance needs. He later spent seven years creating comprehensive post-retirement financial plans for his clients. Today, Brad focuses on building long-term relationships, using a needs-based planning approach to financial management. He works closely with each client to help them find a solution that fits their unique needs and long term financial goals.; (763) 764-6948
palmersheimb@ceteranetworks.com
Champions Center Branch

Jeff Stohr: For over 16 years Jeff has helped people with Annuity and Retirement Solutions in the Minnesota Region. He works closely with each client to create a personalized strategy that fits their short and long-term goals. Knowing that investing can be overwhelming, Jeff breaks down financial goals into small, manageable steps to help clients feel confident about their financial decisions.; (763) 764-6963
stohrj@ceteranetworks.com
Minnetonka Branch

Securities & *advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. 500 Main St Suite 100, New Brighton, MN 55112 | (651) 631-3111

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Advisor, or Registered Representative or Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Registered Representative, or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator. Check the background of this investment professional on FINRA's BrokerCheck. Investment products and services from this representative(s) available only to residents of Minnesota (MN).