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St. Cloud Financial CU

You are leaving St. Cloud Financial CU web site to go to a site not operated by the credit union. St. Cloud Financial CU is not responsible for the content of that web site. St. Cloud Financial CU does not represent either the third party or the member if the two enter into a transaction. Privacy and security policies may differ from those practiced by St. Cloud Financial CU.

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Investment Services

Investment Services
Individual Services
Business Services
Asset Protection
Investment Resources
Meet Our Team

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

Investment Resources

Account Logins

Resources

 
 

Meet Our Team

Trusted. Experienced.

Our team of experts have over 30+ years combined experience helping YOU prepare for retirement. We understand the importance of trusted relationships when it comes to helping YOU find the right solutions for your future, and we want to listen to your dreams and goals so we can work together to better serve you.

Meet our team of experts at SCFCU and let’s work together to help you create the future YOU want!

 

 

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 guaranteed 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.

    This endorsement is provided by St. Cloud Financial Credit Union ("Promoter"), who is not a current client or investor of Principal Securities, inc. Promoter receives a percentage of compensation in return for their endorsement if you become a client of Principal Securities, Inc. Promoter will receive up to 86% of gross compensation. Promoter's receipt of cash compensation creates an incentive for the Promoter to refer you to Principal Securities® rather than other investment adviser representatives with which it does not have a simiar referral agreement, resulting in a conflict of interest for the Promoter.

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


    4117499-032025