ICCU forms relationship with Ameriprise Financial
COEUR d’ALENE — Idaho Central Credit Union (ICCU) has established a wealth management program through a new relationship with Ameriprise Financial Institutions Group (AFIG). Idaho Central Wealth Management will provide ICCU’s members financial planning and investment solutions. The program has launched in ICCU’s North Idaho branches and is expanding to other markets.
“When we started designing the wealth management program at ICCU, we knew we needed a strong and adaptable platform. Ameriprise focuses on financial planning and has the products we need to be able to serve our entire membership,” said Brenda Worrell, Chief Operating Officer at ICCU. “Ameriprise has a great reputation and this helped us recruit the best advisors possible. The platform is phenomenal, and we’re excited to be using it to help our members achieve financial success.”
ICCU members will have access to a full range of services and solutions from Ameriprise including:
• Personalized advice and financial planning that are tailored to their individual needs.
• Robust investment solutions to help them achieve their financial goals.
• Digital capabilities that allow members to connect with their advisors where and how they want — face-to-face, online, video or phone meetings.
Chris Morin, financial adviser, joined the Idaho Central Wealth Management team in North Idaho and will help ICCU members create personalized financial plans and manage their investments. His office is located at ICCU’s Appleway location in Coeur d’Alene.
“I joined Idaho Central Wealth Management because of the unique planning process it offers its members. I am excited that ICCU has partnered with Ameriprise Financial to offer state-of-the-art technology and investment management services which allows for comprehensive best-in-class service,” Morin said.
If you are interested in speaking with Morin about how to reach your financial goals, please set up an appointment by calling him at 208-714-0052 or emailing chris.morin@idcwealth.com. His office is located at 1327 W. Appleway Ave. in Coeur d’Alene.
As the Idaho Central Wealth Management program continues to expand in Idaho, ICCU will hire additional advisors to serve its members.
