Joey Warta named new Financial Advisor

(Sleepy Eye, MN – May 7, 2024) – SouthPoint Financial Credit Union is excited to announce that Joey Warta has been named the newest Financial Advisor for SouthPoint Investment Services.

Warta has been with the credit union since 2021, starting as a member advisor and most recently being the service manager for our New Ulm branch. Over the past year, Warta has completed and passed five examinations and currently maintains the S63, S65, S66, S7TO, and SIE security registrations. Joey Warta will work alongside SouthPoint Investment Service’s current financial advisor, Bob Skillings, in the New Ulm Branch located at 706 North German Street, New Ulm, Minnesota.

“We are incredibly thrilled to have Joey Warta join our SouthPoint Investment Services vector,” CEO Jay Gostonczik said. “Warta brings with him a rich history for ensuring all his clients needs are met to their expectations. His office is in the New Ulm branch, but that does not limit him from meeting with members and member businesses at all our branch locations to help elevate their financial success. We are ecstatic for what Joey will bring to our members, our communities, and the organization as a whole!”

SouthPoint serves more than 31,000 members and is the 12th largest credit union in Minnesota. Visit southpointfinancial.com, southpointhomemortage.com, southpointinsure.com, or call 877-794-6712 for further information or account opening options.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial guaranteed | Not a deposit | Not insured by any federal government agency.