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

The topic of the 2008 workshop series is "Turbulent Times." 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.

February 20, 2008
Rexburg Branch, 7:00pm
412 Grand Loop, Rexburg, ID

May 21, 2008
Salmon Branch, 7:00pm
777 Shoup St, Salmon, ID 

TEMPORARILY POSTPONED
September 17, 2008
Main Office, 7:00pm
865 S Woodruff Ave, Idaho Falls, ID 


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.