Terrie Amundson Terrie Amundson

RCU Investment & Insurance Team - Terrie Amundson

LPL Financial Advisor

Email: terrie.amundson@lpl.com

Phone: 952-465-0960

Primary Office: Edina Office

Find Terrie at These Offices

Terrie's primary office is the Edina Office. He is also available by appointment at the Apple Valley OfficeStillwater OfficeSt. Paul OfficeHudson Office, and River Falls Office.

Learn About Terrie

Terrie specializes in helping recent or soon to be retirees with income planning. Upon a mutual agreement that a working relationship will be developed, he will help you to identify your dreams and work toward achieving your goals in this new stage of life. For over two and a half decades, Terrie has fulfilled his passion for education by helping his clients make informed decisions with their money. He does this by making sure that they have all pertinent information and translating it into easy to understand formats.

Terrie earned his Bachelor’s Degree in Mathematics Education from Luther College in 1993. He then began his financial services career with Transamerica in Rochester, where he developed his fundamental knowledge of the industry. In 2002, he joined Woodbury Financial Services, before entering the banking field in 2006. Terrie received his CFP® certification in 2011.

Terrie resides in Mendota Heights with his wife, Christie, a Physical Therapist, and their six children. Together, they enjoy being active by playing a variety of sports. Terrie completed the Boston Marathon in 2006. He and his family enjoy exploring new places and meeting new people. They are passionate about giving back to the community by volunteering through their church as well as the Special Olympics.


Licenses/Registrations

  • FINRA Series 6, 7, 63, and 66 securities registrations held with LPL Financial.
  • Check the background of your financial professional 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. Royal Credit Union and the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or RCU Investment & Insurance Team. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The RCU Investment & Insurance Team site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MN and WI.


Specialties:

  • Retirement income planning
  • Setting financial goals
  • Educating Members about investment and insurance options