Retirement & Investment Services | SPIRE Credit Union

Plan today for the future you envision.

Your financial advisor will work with you to develop a specific investment program personalized for you. They will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.

Take the Next Step

Request an Appointment
Meet Your Financial Advisor

Talk with your financial professional today!
They can meet with you in person at a SPIRE branch or over the phone to help design the best plan for you and your goals.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Osaic Institutions and SPIRE Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Invest in Your Future

We will work with you to develop a specific investment
program personalized for you.

Explore products & services

Wealth Management

We will help you build a plan to protect your future and shape your legacy.

Discover SPIRE Wealth Management

Plan for and invest in your future.

Retirement

calendar icon
Let us provide you the guidance and support to obtain your retirement goals.

Investment

money icon
Let us help you create the future you envision for yourself and your family.

Business

graph icon
We will help you set goals and provide a plan for your business' future.

College

graduation icon
It is never too early to start maximizing your savings for your child’s education.

Estate

We will help ensure your wishes are met when distributing your assets.

Brokerage

Your advisor will help you meet your goals through your investments.

Meet Your Financial Advisor

Wendy Maczko

Vice President of SPIRE Wealth
Management - CRPC^®
Registered Representative, Osaic Institutions, Inc.

Meet Wendy

Tom Langseth

Vice President of SPIRE Wealth Management - CLU^®, ChFC^®, CRPC^®, RICP^®, WMCP^®
Registered Representative, Osaic Institutions, Inc.

Serving the communities of Eden Prairie, Golden Valley, and Maple Grove

Meet Tom

Steve Carlson

Financial Advisor - CFP^®, CMFC^®
Osaic Institutions, Inc.

Serving the communities of Blaine, Coon Rapids, Elk River, St. Cloud, and St. Michael

Meet Steve

Ryan Finc

Financial Advisor
Osaic Institutions, Inc.

Serving the communities of Isle, Keewatin, Milaca, Mora, Ogilvie, Pine City, and Princeton

Meet Ryan

Joseph Johnston

Financial Advisor - AAMS^®
Osaic Institutions, Inc.

Serving the communities of Minneapolis, Vadnais Heights, Waseca, and Woodbury

Meet Joseph

photo of SPIRE Retirement & Investment Services Financial Professional Josiah Quick

Joe Quick

Financial Advisor
Osaic Institutions, Inc.

Serving the communities of Eagan and Roseville

Meet Joe

Shape Your Legacy

With so many decisions on your plate, it is hard to focus on your future.
This is where SPIRE Wealth Management can help.

A division of SPIRE Retirement & Investment Services,
SPIRE Wealth Management can assist you in all aspects
of planning for your retirement.

Have a conversation with one of our representativesabout protecting your future and shaping your legacy.

Request an Appointment

Check the background of our investment representatives on FINRA's BrokerCheck.

Customer Relationship Survey

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA /SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Osaic Institutions and SPIRE Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory registered in: MN