Investment Center
Do you want to create a path to your financial future?
Our trusted, experienced team is here to help you be successful and will always do what is best for you and your life. Together, we will put you on the path to financial confidence!
Investment Services
We want you to be successful and will always do what is best for YOU!
IRA Rollovers
Retirement planning
College funding options
Asset allocation strategies
IRAs: Traditional, Roth, SIMPLE, and SEP
Asset Protection
Fewer worries when you work with our team to help safeguard your financial goals!
Estate Planning
Trust Investments
Life insurance policies and planning
Long-term care insurance
Our Team
Meet Bob Felix*
Financial Advisor
(320) 258-2166
Email Bob
Broker Check
Meet Ann Frost
Registered Representative
(320) 258-2179
(320) 258-2166
Email Ann
Broker Check
Trusted – Experienced
30+ years combined experience helping YOU prepare for retirement
Our purpose is to listen to your dreams & goals and help you create the future YOU want
Our team understands the importance of trusted relationships when it comes to helping YOU find the right solutions for your future
Bob Felix* and Ann Frost
Securities and *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. Investors cannot invest directly in indexes. Located at St. Cloud Financial Credit Union, 3030 1st Street South, St. Cloud, MN 56301.** (320) 252-2634
Join Our Amazing Team!
**We partner with: Cetera Advisor Networks’ for investment services. Following is their Website Privacy Policy.
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Our website
is a great way for current and potential customers and registered representatives to find out more about Cetera Advisor Networks’ products and services.
It also offers users some handy "financial calculator" tools and market information.
Rest assured that when you visit our site we will not try to gather any personal identifiable information from you without you knowing it.