Local financial professional Craig Lundquist at Ideal Wealth Advisors recognized for excellence by TruStage™
WOODBURY, MN (April 22, 2024) — Craig Lundquist, a financial professional at Ideal Wealth Advisors located at Ideal Credit Union, has been appointed to the Senior Advisor Leadership Team (SALT) with TruStageTM. This distinction is awarded to a select number of financial professionals working through credit unions with TruStage who demonstrate a consultative approach with their clients, exceptional sales productivity and leadership within their credit union and among their peers.
Craig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2003 and is committed to sharing his knowledge with Ideal Credit Union members.
“Developing a financial plan that aligns with your specific needs, timeline and risk tolerance is my honor and highest priority.”
In addition to providing sound input and representing their fellow advisors with TruStage leadership and staff, Lundquist also serves as an ambassador for TruStage and fellow financial professionals across the country.
“In collaboration with our credit union partners, each SALT member plays a unique role in demonstrating our values through their leadership and passion for doing the right thing,” said Paul Chong, TruStage’s Senior Vice President for Advisor Experience. “Being appointed to our 2024 Senior Advisor Leadership Team is a special recognition, and Craig Lundquist has not only demonstrated outstanding commitment to helping people navigate toward a brighter
financial future but has earned the confidence of more than 500 peers to help lead them into the future.”
Craig Lundquist, VP of Wealth Management
About TruStage Wealth Management Solutions
Program consultation and support services are offered to credit unions and registered representatives of LPL Financial through TruStageTM Wealth Management Solutions, a marketing name of CUNA Brokerage Services, Inc. (CBSI). CBSI is a limited business broker/dealer (member FINRA/SIPC), a fully owned subsidiary of TruStage Financial Group, Inc. These entities are not affiliated with LPL Financial and do not provide advisory services or brokerage services to retail clients.
The financial professionals at Ideal Wealth Advisors are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ideal Credit Union or Ideal Wealth Advisors, Securities and insurance offered through LPL or its affiliates are:
| Not Insured by
NCUA or Any
Other
Government
Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or
Obligations |
May Lose
Value |
