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St. Cloud Financial CU

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Investment Services

Investment Services
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Asset Protection
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Meet Bob and Ann
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Do you want to create a path to your financial future?

Our trusted, experienced team is here to help you be successful and will always do what is best for you and your life. Together, we will put you on the path to financial confidence!

Investment Services

We want you to be successful and will always do what is best for YOU!

  • IRA Rollovers 

  • Retirement planning 

  • College funding options

  • Asset allocation strategies

  • IRAs: Traditional, Roth, SIMPLE, and SEP

Asset Protection 

Fewer worries when you work with our team to help safeguard your financial goals!

  • Estate Planning

  • Trust Investments

  • Life insurance policies and planning

  • Long-term care insurance

Our Team

 

Meet Bob Felix

Financial Advisor
(320) 258-2166
Email Bob
Broker Check

Meet Ann Frost

Registered Representative
(320) 258-2179
(320) 258-2166
Email Ann
Broker Check

 

Trusted – Experienced

  • 30+ years combined experience helping YOU prepare for retirement

  • Our purpose is to listen to your dreams & goals and help you create the future YOU want

  • Our team understands the importance of trusted relationships when it comes to helping YOU find the right solutions for your future

Investment Resources

Account Logins

Resources

 
 

You deserve the future you want. We can help you plan for it. St. Cloud Financial Investment Services offers personalized and comprehensive investment, retirement and insurance services through the Principal® Financial Network of Minnesota. The Principal Financial Network of Minnesota is part of the nationwide affiliated group of financial professionals who work with Principal Financial Group®. These financial professionals help individuals, businesses and their employees build, protect and advance their financial well-being.

With St. Cloud Financial Investment Services, you’ll get the dedicated financial planning services and on-site availability you’d expect from St. Cloud Financial Credit Union along with the tailored advice and solutions offered by Principal Financial Network of Minnesota.

Products offered by Principal Securities®:

  • Are not deposits
  • Are not insured by the NCUA or any federal government agency
  • Are not guarenteed by St. Cloud Financial Credit Union
  • May go down in value
  • Involve investment risk

 

 
 
 
 

Securities and advisory services are offered through Principal Securities, Inc, member SIPC., a registered investment advisor and broker-dealer registered with the U.S. Securities and Exchange Commission. Insurance products are offered through Principal National Life Insurance Company (except NY) and Principal Life Insurance Company®. Referenced companies are members of the Principal Financial Group®, Des Moines, IA.

Registered representatives of Principal Securities, Inc. are not employees of St. Cloud Financial Investment Services. St. Cloud Financial Investment Services is not registered as a broker-dealer or investment advisor. These products and services are being offered through Principal or its affiliates, which are separate entities from, and not affiliates of, St. Cloud Investment Services.

Principal Securities Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find a broker, investment or financial advisor
Principal Securities Form CRS Customer Relationship Summary available here.