Investing

Find the Right Financial Advisor for Your Investment Goals

DadHelpingSonWalkAtHome

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.

Dave Edelman

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. 

Dave E

(651) 765-6787
(651) 245-1259 cell
dedelman@servionfa.com
GMI WHQ, JFB, Lake Elmo, Maplewood & Woodbury Branches

Jeff Stohr

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.

Jeff

(763) 764-6963 office
(612) 803-1726 cell
jstohr@servionfa.com
Brooklyn Park, Cedar Rapids, GMI WHQ, Hannibal, JFB, Minnetonka & Murfreesboro Branches

Dave Murdock

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. 

Dave M

(651) 765-6778
dmurdock@servionfa.com
St Paul & Eagan Branches

Randy Thiel

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. 

Randy T

(651) 787-9534
rthiel@servionfa.com
Shoreview Branch

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). 

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.