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Tracey Larsen joins Wealth Advisors Team at Ideal Credit Union

WOODBURY, MN (June 14, 2019) — Tracey Larsen has joined the Wealth Advisors team located at Ideal Credit Union . Larsen has worked in the investment industry for over 10 years, most recently with TD Ameritrade, where she served as a Senior Financial Consultant.

Larsen has a Bachelor of Business Administration in Marketing from Texas Tech University and a Masters of Education in Reading from Texas A&M. She joins Senior Wealth Advisor Craig Lundquist and Wealth Advisors Office Coordinator Kristin Becker, who came to Ideal CU in 2017. The Wealth Advisors program located at Ideal Credit Union offers retirement, insurance and investment services to credit union members and their families.

“With her knowledge and experience, Tracey will be a great addition to the Wealth Advisors team,” said Ideal CU President/CEO Brian Sherrick. “We are glad to have her onboard to assist Craig and Kristin in providing our members with the exceptional investment services they expect from their credit union.”

 


About Ideal Credit Union

Founded in 1926, Ideal Credit Union is a member-owned financial institution that is dedicated to providing  financial services driven by a sincere and personal interest in the needs of our employees, members, and  community. Ideal CU offers a complete range of services, including a full suite of digital banking productssavings, checking, loans, mortgage products, business services and more.   Offices are located in Eagan, Hugo, Inver Grove Heights, North St. Paul, Stillwater and Woodbury. Visit  idealcu.com for details and directions. Ideal was voted “2023 Best in State Credit Union” by Forbes, 2023  Minneapolis – St. Paul Business Journal “Best Place to Work”, and “Best Credit Union” five years in a  row by readers of the Stillwater Gazette. 

Contacts

Jane Hennen
651-747-8964
jhennen@idealcu.com

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