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Investment & Financial Services

Cetera Account Logins

American Funds

Franklin/Templeton

Pershing/Cetera

Jackie Evavold

Jackie Evavold CRPCTM
Financial Advisor
(320)258-2166
jevavold@scfcu-invest.com

 


 

Investing In Your Future By Utilizing:

  • Stocks and Bonds
  • Mutual Funds
  • Fixed, Variable, & Index Annuities
  • Unit Investment Trusts
  • Exchange Traded Funds (ETFs)
  • U.S. Government Bonds

 

Achieving Your Financial Goals:

  • Asset Allocation Strategies
  • Traditional, Roth, Simple, and SEP & IRAs
  • IRA Rollovers
  • Trust Services
  • Retirement Planning
  • College Funding

 

Protecting Your Assets:

  • Estate Planning
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Jackie has been serving clients as an investment advisor since the mid-1980s. She will help you develop a financial strategy that’s right for you. Whether you are planning for retirement, saving for college, or interested in general investment ideas, Jackie can provide alternatives to help you achieve your goals.

Ann has been our administrative assistant since early 2008, and she obtained her securities license in 2013. She can help with all of your administrative needs and also assist with transactions in Jackie’s absence.

 

Market News

Wall Street Journal

 

CNBC

CNN Money

Resources

 

Social Security Calculators
Financial Calculators

 

Ann Frost
Ann Frost
Registered Assistant
(320)258-2179
afrost@scfcu-invest.com

Offices located at: St. Cloud Federal Credit Union, 3030 First Street South, St. Cloud MN 56301


Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. 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.

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