Get valuable advice from people you can count on.
The CoVantage Retirement & Investment Services program is offered throuh CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
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 will turn them into reality.
- 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
- Research Financial Strategies, Insurance and Mutual Funds
- Easily access your account information
The CoVantage Financial Team
- Financial consulting provided through CUNA Brokerage Services Inc., an affiliate of CUNA Mutual Group
- CoVantage Retirement and Investment program coordinator Barb Carroll is available at our Antigo offices, Monday through Friday from 8:30 a.m. to 5 p.m.
- Check the background of our investment professionals on FINRA's BrokerCheck
Daniel Jackson, Financial Advisor
Phone: 715-627-4336 or 800-398-2667, extension 2269 or 2288
Home Office: CoVantage Credit Union, 723 Sixth Ave., Antigo
Appointments: Available at additional locations and times, including evenings and Saturdays
Steve Bandy, Financial Advisor
Phone: 715-344-2110 or 800-398-2667, extension 4720 or 2288
Home Office: CoVantage Credit Union, 1200 Badger Ave., Stevens Point
Appointments: Available at additional locations and times, including evenings and Saturdays
Krista Johnson, Financial Advisor
Phone: 715-369-3330 or 800-398-2667, extension 3305 or 2288
Home Office: CoVantage Credit Union, 905 Boyce Dr., Rhinelander
Appointments: Available at additional locations and times, including evenings and Saturdays
Rick Fifield, Financial Advisor
Phone: 920-720-2572 or 800-398-2667, extension 5340 or 2288
Home Office: CoVantage Credit Union, 625 Deerwood Ave., Neenah
Appointments: Available at additional locations and times, including evenings and Saturdays