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CoVantage Credit Union
CoVantage Credit Union

CoVantage Retirement & Investment Services

Mutual funds and Money Markets. IRAs and annuities. When it comes to planning your financial future, there are a lot of options. A CoVantage Retirement & Investment Services financial professional can help you create a plan that's right for you.

Get valuable advice from people you can count on.

Where do you see yourself in 5, 10, or even 20 years? Does your financial plan align with those goals? The experienced professionals at CoVantage Retirement & Investment Services, will take the time to learn about your hopes and dreams, and then work with you on a plan that aims to turn them into reality.

  • The CoVantage Retirement & Investment Services program is offered through LPL Financial
  • Appointments offered at no cost and with no obligation
  • Wide range of financial management resources
  • Information on insurance matters
  • Explanations of different types of Individual Retirement Accounts
  • Access to mutual funds, Money Markets and other investment vehicles
  • Easily access your account information

The CoVantage Retirement & Investment Services Financial Team

Check the background of our investment professionals on FINRA's BrokerCheck

Dan Jackson

Financial Professional

Serving the Antigo, Shawano, and Elcho locations

800-398-2667, ext. 2269

Steve Bandy

Financial Professional

Serving the Stevens Point, Wausau, Weston, Rib Mountain, and Rothschild locations

800-398-2667, ext. 4720

Krista Karow

Financial Professional

Serving the Antigo, Rhinelander, Crandon, Iron River, and Crystal Falls locations

800-398-2667, ext. 3305

Bill Bargholtz

Financial Professional

Serving the Neenah, Menasha, Appleton, Suamico, and Menominee locations

800-398-2667, ext. 2372

Barb Carroll

Program Coordinator

Supporting Financial Advisors from the Antigo location

800-398-2667, ext. 2288

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. CoVantage Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Retirement & Investment Services and may also be employees of CoVantage. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CoVantage or Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or
Any Other Government Agency		 Not Credit Union
Guaranteed		 Not Credit Union
Deposits or Obligations		 May Lose
Value


The LFL 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.