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 is 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.

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

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