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Retirement Planning with Waypoint Wealth Group

AHCU partners with the Twin Cities’ Waypoint Wealth Group to provide our members with additional investment products to meet their retirement planning and wealth management needs.
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Retirement Planning and Wealth Advising

Independent Advice that Provides Financial Clarity for Today and Confidence for Tomorrow

Associated Healthcare Credit Union is proud to collaborate with the Waypoint Wealth Group in the Twin Cities to provide our members with resources to help meet their investment and wealth management needs. AHCU members can meet with the Waypoint Wealth Group team to learn about retirement and investment strategies and how to mitigate risks to help protect their lifestyle, families, and legacy.

Kyle Heller, Waypoint Wealth Advisor

Kyle Heller, CFP®
Wealth Advisor,
Waypoint Wealth Group
710 Commerce Drive Suite 140
Woodbury, MN 55125
651.351.3776
Kyle@WaypointWG.com

Mitch Zimmer, Waypoint Wealth Advisor

Mitch Zimmer
Wealth Advisor,
Waypoint Wealth Group
710 Commerce Drive Suite 140
Woodbury, MN 55125
651.351.3776
Mitch@WaypointWG.com

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/advisors/cetera-wealth-services.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Disclosures and Form CRS | Business Continuity

Missed Our Recent Webinar? Watch Now

Webinar Recording – Estate Planning: Principles of Preserving Wealth

If you missed our recent webinar, click here to access a recorded video version for your viewing convenience.

Waypoint - Principles of Preserving Wealth Webinar