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Create your comprehensive financial roadmap.

Firefly CU Advisors are a team of financial professionals who can help you plan for a brighter future. Whether you’re looking for comprehensive financial guidance, assistance with a specific financial goal or just a second opinion, they’re ready to help.

The Firefly CU Advisors program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Meet the Firefly CU Advisors Team

Check the background of Firefly's investment professionals on FINRA's BrokerCheck.

 
 
Neil Bonneson
Financial Advisor


 


Neil serves visitors to Firefly's Bloomington, Chanhassen, and Shakopee locations.

 
Anthony Bumgarner - CRPC®
Vice President, Wealth Management;
Financial Advisor; 
Chartered Retirement Planning CounselorSM
 


Anthony serves visitors to Firefly's Brooklyn Park, Fridley, Maple Grove, and Minneapolis locations.


 

Bill Goldaris - CRPC®
Vice President, Wealth Management;
Financial Advisor;
Chartered Retirement Planning CounselorSM

Bill's Bio

Bill serves visitors to Firefly's Burnsville and Lakeville locations.

Interested in meeting with a Firefly CU Advisor?

Contact Firefly CU Advisors's Program Coordinator to set up an appointment at the Firefly location most convenient to you.

 Schedule via phone   Schedule via email
Investments
  • Mutual Funds
  • Stocks
  • Bonds
  • Municipals
Investment Annuities
  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Hybrid Annuities
  • Immediate Income Annuities
 
Real Estate Investment Trusts (REITs)
  • Traded
  • Non-traded
Managed Accounts
  • Mutual Funds
  • Stocks and Bonds
  • Exchange Traded Funds (ETFs)
  • Strategies
Education Planning and Funding
  • Education investment account choices
 
Employer Retirement Plan Rollovers
  • TSP
  • MNDCP
  • 401(k)
  • Pension
  • ESOP
  • 403(b)
  • 457
  • SEP IRA
  • SIMPLE IRA
Individual Retirement Accounts
  • Traditional
  • Roth
  • Inherited
Self-Employed Retirement Plans
  • SEP IRA
  • SIMPLE IRA
  • Solo 401(k)
Legacy and Estate Planning
  • Beneficiary review
  • Legacy documents (general guidance)

*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
 

Insurance Design & Procurement
  • Life
  • Buy & Sell Agreements
  • Long-Term Care
  • Key Person
  • Disability Income
  • Pension Maximization
  • Explore more from TruStage Insurance Agency
 

Already a Firefly CU Advisors client?

Visit Investor Connection to access your CUNA Brokerage Services, Inc. account.

 Access your account

did you know...

Firefly CU Advisors can help with 401k Rollovers.

Whether you've recently switched employers or are looking for more flexibility for your retirement account choices, Firefly CU Advisors can help you explore what retirement plan options are available to you.

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*Firefly CU Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2766388.1-1019-1121