Plan for a brighter future.

Contact an Advisor


Firefly CU Advisors customize your financial strategy.

When you look into the future, what do you see? We'll add the clarity of sound reasoning and proven strategies as your  financial partner to help you evaluate your situation, provide recommendations and coordinate your investment and insurance choices. We also can guide you through difficult decisions about your 401(k), IRA, TSP, ESOP or 403(b) roll-overs*, retirement income planning and creating a comprehensive financial roadmap.

Firefly CU Advisors are ready to assist.

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

Neil Bonneson

Financial Advisor


(952) 736-5059
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Anthony Bumgarner - CRPC®

Vice President, Wealth Management
Financial Advisor

Chartered Retirement Planning CounselorSM

(952) 736-4942
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William Goldaris - CRPC®

Vice President, Wealth Management
Financial Advisor

Chartered Retirement Planning CounselorSM

(952) 736-5080
Visit my web page



Choose from various stocks, bonds, mutual funds and more


Planning assistance for every stage


Protection for you, your family and your assets
Planning Services

Planning Services

Estate planning, beneficiary review and educational resources

Let's talk about your financial plans.

stop in at any of our locations

Supporting Your Efforts

You make important decisions every day, so sometimes making even one more (especially a financial one) can seem overwhelming. At Firefly, we want to help guide you through those choices so you can be better equipped to decide what’s right for you and your goals. Take a look at some of the resources we have available to you to aid in your financial decision-making process.

Wealth Management Services in Minnesota.

Our value starts with our ability to listen to you. We invest the time necessary to understand what you want to achieve before we ever chart a course or offer recommendations. This personal approach results in customized strategies designed to help you reach your important income-planning goals.

Your blueprint for investment success

Our financial advisors explain our array of investment and insurance options so you thoroughly understand every element of your portfolio.

Investments Annuities
  • Mutual Funds
  • Stocks
  • Bonds
  • Municipals
  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Hybrid Annuities
  • Immediate Income Annuities
Real Estate Investment Trusts (REITs) Legacy & Estate Planning
  • Traded
  • Non-traded
  • Beneficiary review
  • Legacy documents (general guidance)
Managed Accounts Education Planning and Funding
  • Mutual Funds
  • Stocks and Bonds
  • Exchange Traded Funds (ETFs)
  • Strategies
  • Education investment account choices
Retirement Services Insurance Design & Procurement
  • Planning assistance for every stage
  • Employer retirement plan rollovers
    • TSP
    • MNDCP
    • 401(k)
    • Pension
    • ESOP
    • 403(b)
    • 457
    • SEP IRA
  • Individual Retirement Accounts
    • Traditional
    • Roth
    • Inherited
  • Self-Employed Retirement Plans
    • SEP IRA
    • Solo 401(k)
  • Life
  • Buy & Sell Agreements
  • Long-Term Care
  • Key Person
  • Disability Income
  • Pension Maximization
  • Explore more from TruStage Insurance

*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.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC. 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. CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning® Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.  FR-2089426.1-0418-0520