Investments & Insurance

Our vision is to provide our members with superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with Diversified Credit Union extends to Investment and Insurance Services through CU Companies – CU Preferred Investments & Insurance or CUPII.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, or creating a comprehensive financial plan, the CUPII team is available to help. Their team has a combined total of more than 100 years of financial services experience.

Registered Financial Advisor Dave Murdock will work directly with you to provide you individualized service. The trust you put in us is the same trust we put in CU Companies & CUPII, so planning for your future has never been easier.  Contact Dave today.

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Check the background of this investment professional on FINRA’s BrokerCheck.

SERVICES

  • Advisory services
  • Asset allocation
  • Retirement planning
  • Insurance planning
  • Group benefits
  • Financial planning
  • College planning
  • Trust services
  • Business planning

INSURANCE

  • Long-term care
  • Variable/Whole life
  • Disability
  • Term life
  • Universal life

STOCKS, BONDS, & MUTUAL FUNDS
Offered through Cetera Advisor Networks, an independent broker-dealer

ANNUITIES

  • Fixed, indexed and variable

IRAs

  • Rollover
  • Traditional
  • Roth
  • SEP

EDUCATION

  • 529 savings plans
  • UTMA/UGMA
  • Coverdell Education Savings Account

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC. Investments are: • Not 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. Registered information: 500 Main St, Ste 100, New Brighton, Mn 55112 651-631-3111.

DAVE MURDOCK

Financial Advisor
Cetera Advisor Networks, LLC
Member FINRA/SIPC

500 Main Street, Suite 100
New Brighton, MN 55112

Direct Line: 651-765-6778
CU Companies: 651-631-3111
dmurdock@cufinancialservices.com

Diversified Credit Union

LaSalle Plaza and Linden CenterPoint Branch 612-321-5300   |   Outside Metro 800-333-7757   |   Waseca Branch 507-833-4320

QUESTIONS?

Give us a call in Minneapolis at 612-321-5300, in Waseca at 507-833-4320, or toll-free at 800-333-7757.