Plan today for the future you envision
Whether you're preparing for retirement, building long-term wealth potential, or working toward life's major financial goals, our retirement and investment services can help you create a personalized strategy with confidence.
Retirement & investment services
Work with experienced professionals and access resources designed to help you pursue your financial goals with confidence.
Retirement planning
Develop a long-term strategy designed to help prepare for retirement and maintain the lifestyle you envision.
Investment management
Build and manage an investment strategy aligned with your goals, timeline, and risk tolerance.
Wealth preservation
Create strategies designed to help preserve, manage, and transfer assets for future generations
Education savings
Explore options to help save for future education expenses while staying focused on your broader financial plan.
Personalized financial guidance
Receive one-on-one support and recommendations tailored to your unique financial situation, goals, and stage of life.
Financial education resources
Gain a better understanding of retirement accounts, investment principles, income planning strategies, and other topics that can help you make informed financial decisions
Work with someone you know
A local financial professional is available to help you create a strategy tailored to your goals and your future.
Whether you're planning for retirement, investing for the future, or preparing for life's milestones, we'll take the time to understand what's important to you.
Work one-on-one with a financial professional who can help align your financial strategy with your short- and long-term goals.
As your life changes, your financial plan can evolve too. We're here to provide ongoing support and guidance throughout your financial journey.
Meet our Brokers
Financial Services Coordinator
Jodi Carlson
Jodi serves as the first point of contact for Northwoods Retirement & Investment Services. She helps connect members with the advisor better suited to their financial goals and ensures a smooth, personalized experience from the very beginning.
Whether you’re interested in retirement planning, investment strategies, or simply exploring your options, Jodi can help schedule your appointment and answer questions about the process.
She is committed to providing friendly, local service and making it easy to take the next step toward your financial future.
Call: (218) 878-3952
Email: jodi.lunke@lpl.com
Located at: Northwoods CU, 1702 Avenue B, Cloquet, MN 55720
Advisor
Ed Grondahl
Helping you work toward your financial goals through a personalized strategy is Ed’s highest priority. He works closely with members to understand their needs, timeline, and vision for the future before developing recommendations tailored to their unique situation.
Whether you’re planning for retirement, building wealth potential, or preserving assets for future generations, Ed can help you evaluate your options and create a strategy designed to support your long-term goals.
Regardless of where you are in life, Ed can help you evaluate your options and develop a strategy designed to support your long-term goals.
Call: (218)878-3922
Email: edward.grondahl@lpl.com
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Let's build a strategy for your future
Where do you see yourself in 5, 10, or even 20 years? Meet with a local financial professional to discuss your goals and create a strategy designed with a goal to help dreams into reality.
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income due at withdrawal. Withdrawals prior to age 59 may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the accoutn are tax-free. Withdrawals of earnings prior to age 59 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
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. Northwoods Credit Union and Northwoods Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwoods Retirement & Investment Services, and may also be employees of Northwoods Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwoods Credit Union or Northwoods Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
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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. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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 registered or licensed. No offers may be made or accepted from any resident of any other state.
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