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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 helping protect your family from life’s unexpected events, Servion Financial Advisors make 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 plan that fits you and your lifestyle.
Your Team of Advisors Can Help With
- College Planning - Coverdell Education Savings & 529 Plans
- Retirement Planning - Roth, SEP, Simple & Traditional IRAs
- Estate Planning
- Asset Allocation - Mutual Funds, Bonds & Common Stock
- Insurance Planning
- Tax Planning
- Long-Term Care & Disability
- Life Insurance
Meet Your Servion Financial Investment Team
You can feel confident in knowing that your Servion financial professionals - Dave Edelman, Jeff Stohr, Dave Murdock, and Randy Thiel - are part of a team that brings you over 70 years of advising experience and over 120 years in the credit union industry.
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Financial Advisor
Dave started his financial services career in 2004 and has focused on helping his clients prioritize what is most important now and in the future. He guides them to take the appropriate step to pursue their goals.
He works with individuals as well as small business owners to give them confidence that their retirement income is on track so they can enjoy their next stage in life.
Dave grew up in Roseville and graduated from Northern Illinois University where he was a member of the Huskie's Tennis team. Today, Dave lives in Roseville with his wife Jen, their two boys, Ryan and Nate, and a rescue hound named Cooper.
(651) 765-6787
(651) 245-1259 cell
dedelman@servionfa.com
GMI WHQ, JFB, Lake Elmo, Maplewood & Woodbury Branches
Financial Advisor
For over 21 years, Jeff has helped people with planning and retirement solutions. He works closely with each client to create a personalized strategy that fits their short and long term goals.
Knowing that investing and retirement planning can be overwhelming, Jeff breaks down financial goals into small, manageable steps to help clients feel confident about their financial decisions.
Jeff lives in Savage, MN with his wife Karianne and 2 sons. In his free time Jeff enjoys spending time with family, walking their dog and golfing.
(763) 764-6963 office
(612) 803-1726 cell
jstohr@servionfa.com
Brooklyn Park, Cedar Rapids, GMI WHQ, Hannibal, JFB, Minnetonka & Murfreesboro Branches
Financial Advisor
Dave started his financial services career in 1993 and now is devoted to helping credit union members create strong & successful retirement plans. Dave is passionate about providing guidance to investors and helping create successful road maps according to each individuals' needs.
Financial Advisor
Randy is a life-time resident of Minnesota and started his financial career in 1993. He works closely with each client to develop a plan for their specific needs. Knowledge and experience plays a key role in helping Randy's clients move effectively toward their financial goals.
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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