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Find the Right Financial Advisor for Your Investment Goals

Whether it’s planning for retirement, developing a personal investment strategy, or protecting your family from life’s unexpected events with a savings account, Mill City Investment Services makes it their priority to understand the financial goals you want to achieve.

Our team of advisors can help with

  • College Planning
  • Estate Planning
  • Asset Allocation
  • Insurance Planning
  • Retirement Planning
  • Tax Planning
  • Long-Term Care & Disability

The Mill City Investment Services Team

Feel confident knowing that your Mill City Investment team’s number one priority is you and helping you find the best solutions to fit your financial goals. They bring years of advising experience and over 100 years in the credit union industry. 

Brad Palmersheim

Brad’s financial services career first began by helping individuals pursue their investment and insurance needs at Country Financial. In 2008, he joined Investment Centers of America where he spent the next seven years creating comprehensive post-retirement financial plans for clients. Today, Brad has transitioned his talents to Cetera Advisor Networks and continues to focus on building long-term relationships with clients, including Mill City members, using a needs-based planning approach to financial management.

Brad earned his Bachelor of Science degree in Business Administration, with an emphasis in Finance at the University of Wisconsin-Stevens Point and is also a graduate of University of Wisconsin-Stevens Point’s Retail Banking Management 3-year program.

Brad has three boys and enjoys the challenges that each day of raising them brings. For the last six years, he volunteers for Junior Achievement where he teaches financial literacy to grade school students in the Twin Cities and Western Wisconsin.
 

Thomas Walker

Tom began his financial services career in 1992 with New England Financial. In 2001, he transitioned to Cetera Advisor Networks in order to expand the solutions he could offer his clients. Tom continues to build his clientele by creating trusting relationships using a needs-based planning approach.

Tom developed diverse skills that he leverages to clients’ benefit. He has a broad background in investment and insurance planning, dependents’ needs at death, special gifting plans and estate planning. By using robust analytical and planning tools, he can develop a diversified investment program suited for individual investment experience and goals. Tom also has a solid understanding of tax-advantaged plans that can be used to potentially minimize tax effects.

Tom earned his Bachelor of Science degree in Business Administration at the University of Wisconsin-River Falls. Tom’s professional achievements include lifetime membership in the Finance Leaders Association, membership in the prestigious Million-Dollar Round Table, and member of the MVP club within Cetera Advisor Networks. He has also achieved the professional designation of Chartered Financial Consultant (ChFC).

Tom and his wife Tina have two children and reside in Savage, MN. Tom enjoys volunteering with Urban Ventures, an organization that helps inner city fathers in prison and dependency programs reconnect with their children.

 

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPCa 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. For a comprehensive review of your personal tax 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.

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). 

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