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 Financial 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 are part of a team that brings you years of investment & credit union industry experience.

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 office
(612) 803-1726 cell
stohrj@ceteranetworks.com

David Edelman: As a Financial Advisor, David is dedicated to educating clients and providing the information needed to help them make smart financial decisions. David's focus is on working with his clients to help prioritize what is most important and then developing a plan tailored to those goals and their unique stage in life. He works with individuals as well as small business owners to help them reach those financial goals.; (651) 765-6787 office
(651) 245-1529 cell
edelmand@ceteranetworks.com

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. 10653 Wayzata Blvd, Minnetonka, MN 55305 | (763) 764-6911

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).

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.

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