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Wealth Management Services

Let us help you learn about the many ways you can start seeking growth and managing your wealth.

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Meet with a Financial Professional

We understand investing and financial planning can feel intimidating, so schedule a no-cost, no-obligation wealth management services meeting today.

Wendy Otterness

LPL Financial Advisor
Office: 715-398-8917

Jacob Pentz

LPL Registered Administrative Associate
Office: 715-398-8918

Plan for your Future

You may not have a crystal ball, but you can have confidence that your financial future is safeguarded with the proper wealth management strategies.

Investment Options

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Mutual Funds

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Schedule a Meeting:

Plan for your future and start investing

You deserve the best financial future possible, so allow us to help you find the right products and services to grow your wealth potential.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Superior Choice Credit Union and SCCU Retirement & Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCCU Retirement & Financial Advisors and may also be employees of Superior Choice Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Superior Choice Credit Union or SCCU Retirement & Financial Advisors Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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LPL Financial Form CRS

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