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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 years of experience and over 100 years combined in the credit union industry.

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.

Headshot of Jeff Stohr

 

 

 

 

 

(763) 764-6963 office
(612) 803-1726 cell
stohrj@ceteranetworks.com

David Murdock

David started his financial services career in 1993 and now is devoted to helping credit union members create strong & resilient retirement plans. Dave is passionate about providing guidance to investors and helping create road maps according to each individuals' needs.

 

 

photo of David Murdock

 

 

 

 

 

(651) 765-6778 office
(612) 202-6685 cell
murdockd@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.

photo of David Edelman

 

 

 

 

 

(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. 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). 

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.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com

 

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