Cetera Advisor Networks
MEFCU offers investment and insurance services to our members through Cetera Advisor Networks, LLC. Cetera is a leading broker/dealer providing a full range of financial services to individuals as well as employers throughout the United States. Cetera strongly emphasizes training and compliance, and adds an extra level of integrity that ultimately best serves the individual investor. We at MEFCU believe strongly in our members' financial security, and feel Cetera will provide you with sound financial counseling and direction.
Click below to meet the Cetera Brokerage Team!Investments with Cetera Advisor Networks, LLC are:
Investing in your future:
Martha Macken Elliott
I work with the members of Mayo Employees Federal Credit Union to help them identify and navigate their current financial situation, along with the financial events they will face in their lifetimes.
Together we will explore the financial alternatives available so you can make solid decisions about where and how you want to put your money to work.
Whether you are looking for investment ideas, retirement income, education savings, or small business planning, I can help you achieve your financial objectives – prudently and thoughtfully – through a long-term relationship with you based on trust. I will do this by following a process that offers a wealth of information, resources, consistent advice, products and services. A major part of our relationship will focus on communication to ensure that your program remains prudent for your situation.
When not working, you will see me with my husband Brian and our two young daughters boating or at sporting events.
To make an appointment, please call my assistant Michelle at (507) 293-8085, toll free at (800) 535-2129, or by e-mail at email@example.com I can also be reached by e-mail at firstname.lastname@example.org
As a Financial Advisor working with the members of Mayo Employees Federal Credit Union, my most important job is listening to you. We work together to gain an in-depth understanding of your individual or family’s financial goals and concerns. We’ll assess your current situation and develop a financial strategy that’s customized for you.
Working towards achieving one’s goals requires preparation and planning. My “lifetime of experience” gives me the unique advantage of knowing it’s never too late to plan for the future. I also know for sure, it’s never too early to plan for the future. The best time to take positive steps towards the life that you envision, is now.
As our lives evolve, our goals and dreams, along with financial strategies, need to evolve as well. We’ll explore dynamic solutions for covering essential expenses, protecting your financial future, preparing for the unexpected, ensuring your lifestyle, planning for and living in retirement, and even leaving a legacy. Together, we’ll put you on a path towards financial confidence.
My registrations include Series 7 and 66 as well as insurance licenses for life, accident and health. I have earned the AAMS© (Accredited Asset Management Specialist) designation and graduated from the University of Minnesota where I met my husband Dave in a ballroom dance class! We have two grown daughters and two Pomeranians - that keep us constantly entertained, especially when we are boating on Lake Okoboji!
To make an appointment with me, please call toll free at 800-535-2129. I can also be reached at 507-293-8029 or by email at email@example.com .I look forward to hearing from you!
Donald J. Christenson
With over 20 years of experience in the industry as a seasoned professional Financial Advisor, I have embraced one important lesson: that each client is unique in their own goals, needs, or desires and their financial plan must be equally unique. My focus is on member education; I developed a successful member education seminar series which received the highly respected Desjardins Award from the credit union industry. I will work with members to understand their goals and in particular, their values, in order to build a comprehensive program to help meet their financial and investment needs.
I studied Theology at Saint John’s University in Collegeville, MN. I received extensive training in the economic markets, financial products, and client solutions while working for Morgan Stanley Dean Witter in New York, NY and Wayzata, MN. Over the course of my career, I have worked with thousands of clients and their families. I have extensive knowledge and experience with saving for college, investment and insurance planning, tax-advantaged planning, pre and post retirement planning, long term care, estate planning and special gifting strategies. My focus is always on first understanding my clients' needs, educating them to their options, and then using the right tools and plans to fulfill their goals.
Community involvement has been a big part of my life; serving on the board of Great Children’s Theatre, being an active member of the Optimist’s Club, a scouting leader, and I teach religion classes for youth. I’m also a very active father of three children!You are invited to stop by my office for a complimentary consultation to help you determine the next steps to your successful financial future. Please call 507-293-8088 or by e-mail at firstname.lastname@example.org.
I look forward to meeting you!
Michelle KennedyMichelle Kennedy is the Administrative Assistant in the Investment Services Department. She has over 27 years of experience in the financial field, with 19 of those years in investments.
Michelle started her career with Mayo Employees Federal Credit Union in 2006. Her registrations include Series 7 and 63 securities license and a Minnesota insurance license for life, accident and health. Michelle takes pride in multi-tasking and attention to detail.
To make an appointment with an Investment Advisor, please call Michelle at 507-293-8085, or at 800-535-2129, or e-mail her at email@example.com.