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 Maxfield 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 Maxfield
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.