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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

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. 1811

Chadd Nelson

Sales Assistant


Supporting Financial Advisors from the Antigo location

800-398-2667, ext. 1811

Virtual Financial Education Workshops

Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming workshops:

Space is limited, so make your reservations today. Contact a CoVantage Retirement & Investment advisor with any questions about the virtual workshops.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to risk and may lose value.
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor.

 

CoVantage Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay CoVantage Credit Union for these referrals.  This creates an incentive for CoVantage Credit Union to make these referrals, resulting in a conflict of interest. CoVantage Credit Union is not a current client of LPL for brokerage or advisory services.

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.