Financial Planning

Servion Financial Advisors

Provide full-service financial management that is driven by your credit union's same "People Helping People" philosophy. Our open architecture for solutions gives you the flexibility to design a tailored program to meet your specific needs. It's all about you.


I'm Here To Help You:

  • Save for retirement - before and during your retirement years
  • Protect your family and/or business with risk management solutions
  • Create lifetime income strategies
  • Save for specific needs (college, second home, etc.)
  • Gain confidence in your investment choices
  • Expand you financial knowledge
  • Preserve your wealth

How We Work

You are the focal point. Our goal is to meet your needs through education. We want you to understand what is available to you. Capitalizing on our combined 50+years of experience, Servion Financial Advisors are here when you need us.
 
You have access to your advisor and the experience of the entire Servion Financial Advisors team. We're committed to you and your family. 
 
 


David L. Murdock

Financial Advisor

Cetera Advisor Networks LLC

Direct Line: (651) 765-6778



Registered Branch Address:
10750 France Ave. S
Bloomington, MN 55431
(952) 698-7228


Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

To visit SIPC's website, go to www.sipc.org

To visit FINRA's website, go to www.finra.org



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.


Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org .