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covantage retirement and investment services 
P​eople you can count on

Covantage Retirement & Investment Services

The CoVantage Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Through CoVantage Retirement & Investment Services, you have access to financial management resources, and a wide range of coverage, investments, and insurances. You will have access to resources that can help you identify your future objectives and make appropriate financial decisions.

 

Daniel Jackson, Financial Advisor

Telephone: 715-627-4336 or 800-398-2667, extension 2269 or 2288

Home office located at CoVantage Credit Union, 723 Sixth Ave., Antigo

Appointments at additional locations and times, including evenings and Saturdays, are also available

 

 

Steve Bandy, Financial Advisor

Telephone: 715-344-2110 or 800-398-2667, extension 4720 or 2288

Home office located at CoVantage Credit Union, 1200 Badger Ave., Stevens Point

Appointments at additional locations and times, including evenings and Saturdays, are also available

 

 

Krista Johnson, Financial Advisor

 

Telephone: 715-369-3330 or 800-398-2667, extension 3305 or 2288

Home office located at CoVantage Credit Union, 905 Boyce Dr., Rhinelander

 

 

Appointments at additional locations and times, including evenings and Saturdays, are also available

The CoVantage Retirement and Investment program coordinator, Barb Carroll, is available at our Antigo offices, Monday through Friday from 8:30am to 5:00pm.

CoVantage Retirement & Investment Services is a financial management program designed to help credit union members organize their financial affairs and plan for their financial future. 

Consultations are offered at no cost or obligation.


Resources

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Check the background of these investment professionals on FINRA's BrokerCheck.

*CoVantage Retirement and Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-2138522.1-0618-0720​  ​