Investment Products to Fit Your Lifestyle

As a CERTIFIED FINANICAL PLANNER�*, Adam Serr�is qualified to provide financial advice and offer access to products and services that will help members achieve their financial goals.�He is a registered representative of LPL Financial.�Adam�s goal is to become your trusted advisor while creating and implementing a financial plan that is right for you and your family.�He can provide information and assistance on the following products and services:

INVESTMENTS
Stocks, Bonds & Mutual Funds

INSURANCE
Life Insurance
Long Term Care
Variable & Fixed Annuities

WEALTH�PLANNING
Retirement Planning
Traditional & Roth IRA's
529 College Saving Plans
Financial Needs Analysis
Financial Workshops


Workshops

Workshops are free to members of the�Credit Union. Reservations are�required one week prior to the event. Please call Wendy Wellman at 208.523.9068 to make your reservation.

There are currently no workshops scheduled at this time. Please check back at a later date.

Location

East Idaho Investment Services is located at the
Main Office�in Idaho Falls. Appointments�may be scheduled�at any branch location with prior notice.�The investment team can be reached
Monday through Friday, 8:30am to 5:30pm.�

East Idaho Investment Services
865 S Woodruff Ave
Idaho Falls, ID� 83401
(208) 523-9068
(208)523-4755 Fax

East Idaho Investment Services Team

Adam Serr, CFP * 
CERTIFIED FINANCIAL PLANNER *
 adam.serr@lpl.com


 
Education 
ChFC, The American College, 2007
CFP *, CFP Board of Standards, 2005 
MBA, Idaho State University, 2003 
BS Business Management, BYU, 1999

Career Highlights 
Financial Services Industry, 1999-Present 
Life Insurance Industry, 1999-Present 
Member of The Financial Planning Association

Personal
Married, Five Children

Nancy Ottersbach
Sales Assistant
nancy.ottersbach@lpl.com 


Nancy joined our team in 2006. Her 
responsibilities include scheduling 
appointments, establishing new client 
accounts, and assisting existing clients 
with their service needs.

Wendy Wellman
Marketing Assistant
wendy.wellman@lpl.com 


Wendy has been with�the program since 
1994. Her responsibilities include marketing
our services to members, organizing financial 
seminars, and training employees.