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Investments

Planning for your future has never been easier than with our partner Servion Financial Advisors.

Whether you’re new to investing or a seasoned pro looking for a little guidance, we can help. You’ll enjoy personal attention and service tailored to your needs.

Dave Murdock, investment professional, is available by appointment Monday – Friday. To get started with a complimentary consultation, call (651) 765-6778 or e-mail dmurdock@servionfa.com

Our Investment Product/Services Include:
Services

  • Advisory Services
  • Asset Allocation
  • Retirement Planning
  • Insurance Planning
  • Group Benefits
  • Financial Management
  • College Planning
  • Trust Services
  • Business Planning
  • Qualified Retirement Planning

Insurance

  • Long-Term Care
  • Variable/Whole Life
  • Variable Universal
  • Term Life
  • Universal Life
  • Disability

Education

  • 529 Savings Plan
  • UTMA/UGMA
  • Coverdell Education Savings Account

Mutual Funds

Annuities

  • Fixed, Indexed and Variable

IRAs

  • Coverdell
  • SEP-SAR/SEP
  • SIMPLE
  • Traditional
  • Rollover
  • Roth

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SlPC, a Broker-Dealer and a Registered Investement Advisor. lnvestments are: Not 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.
http://brokercheck.finra.org/
http://www.sipc.org
http://www.finra.org/
Registered Branch Location: 5500 South Robert Trail, Inver Grove Heights, MN 55077 Phone: (651) 451-5160

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).

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 http://www.ceteraadvisornetworks.com

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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