Welcome, LincolnWay customers! Find key dates and helpful tips to guide you as you become a member of CoVantage!
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.
Access your current LPL Financial account today!
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Serving the Antigo, Shawano, and Elcho locations
800-398-2667, ext. 2269
Serving the Stevens Point, Wausau, Weston, Rib Mountain, and Rothschild locations
800-398-2667, ext. 4720
Serving the Antigo, Rhinelander, Crandon, Iron River, and Crystal Falls locations
800-398-2667, ext. 3305
Serving the Neenah, Menasha, Appleton, Suamico, and Menominee locations
800-398-2667, ext. 2372
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:
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.
CoVantage Credit Union is not responsible for accuracy, security, content, or services offered by other websites; we encourage you to view privacy & security disclosures of all websites you visit as they may be different than those of CoVantage Credit Union.