Craig Lundquist and Kristin Becker photo
Ideal Wealth Advisors logo

Craig Lundquist, MBA, ChFC®, CRPC®

VP of Wealth Management

craig.lundquist@lpl.com

651-773-2757

 

Kristin Becker

Senior Administrative Assistant

kristin.becker@lpl.com

651-773-2821

 

Ideal Wealth Advisors

Located at Ideal Credit Union

8499 Tamarack Road

Woodbury, MN 55125

 

CRPC conferred by College for Financial Planning

March/April 2024

Safe Deposit Box Do's and Don'ts

Safe Deposit Box Dos and Donts

Some items should be stored in a safe deposit box, while others should be stored in a fireproof safe where you can access them quickly.


Do keep:

  • Birth certificates, adoption papers, marriage license, divorce decrees, citizenship papers

  • Copies of wills and powers of attorney

  • Deeds to property and car titles

  • Paper stock or bond certificates

  • Business records/contracts

  • Valuable jewelry

  • Home inventory


Don’t keep:

  • Passports

  • Living wills and medical directives

  • Cash

  • Uninsured valuables

  • Illegal items

  • Any documents or items you might need to access quickly when the repository is closed


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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. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors, and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Ideal Credit Union or Ideal Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

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