The RCU Investment & Insurance Team is pleased to have Jerry Hagman as one of the LPL Financial registered representatives. Jerry joined the RCU Investment & Insurance Team in 2014. His considerable experience in the world of insurance and investment services is a great benefit to someone just starting an investment plan, as well as those with an established portfolio.
Jerry has some terrific experience, drawing from his time as a specialist and trader on the floor of the Chicago Stock Exchange and co-owned a trading broker/dealership in the heart of the Chicago Financial district. He also owned a small business for several years specializing in antiques, artwork, and collectibles giving him a distinctive insight into needs of small businesses.
He understands that busy lifestyles and multiple priorities make successful investing more challenging than ever, and he's here to help Members meet short and long term financial goals with a broad selection of products including mutual funds, 401(k)/pension distribution options, IRA transfers, business retirement plans, college savings plans, long-term care, life and disability insurance, as well as tax deferred annuities.Jerry also volunteers his time with the Rice Lake Chamber of Commerce. He and his wife currently reside on Long Lake in Sarona, WI, where they enjoy living on the multi-generational property and enjoy the outdoors, boating, and their wonderful friends and neighbors.
Jerry is located at the Birch and Rice Lake Offices. He’d love to hear from you!
The RCU Investment & Insurance Team is pleased to have Kristi Kennedy as one of our LPL Financial Registered Representatives. Kristi is committed to helping clients save, preserve, and invest their money. She can assist with Rollover Services, IRA transfers, college savings plans, long-term care, life and disability insurance as well as tax-deferred annuities.
Kristi a native of Eau Claire and a Memorial High School graduate, Kristi earned her Bachelor of Business Administration degree with a major in Accounting from the University of Wisconsin-Eau Claire. Kristi has 10 years of experience in the Financial Industry. She began her career as an Accountant with a CPA firm and later as a tax accountant with a large insurance company. During this time she successfully passed the CPA exam. Kristi joined Royal Credit Union in 2004 as a Business Loan Analyst. She took a temporary pause in her career to take on her most challenging but most rewarding job; being a mother to her children. It was during her time as full-time mother that she realized the importance of having a financial plan in place to prepare for and preserve the current and future financial needs of her family.
Kristi enjoys spending time with her family and can often be found in the stands cheering on her children in their numerous activities. She is also an avid runner and actively volunteers at her church.
Kristi welcomes the opportunity to provide you with a no-obligation review.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Royal Credit Union deposits and are not NCUA insured. These products are not obligations of the Royal Credit Union and are not endorsed, recommended or guaranteed by Royal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Royal Credit Union and RCU Investment & Insurance Team are not registered broker/dealers and are not affiliated with LPL Financial.