Resources

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 retirement planning 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 MI, WI and IL 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

Let CoVantage Retirement & Investment Services help plan your financial future.
Call us today at 800-398-2667 ext. 1811.

The CoVantage Retirement & Investment Services Financial Professionals

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

Dan Jackson
Financial Advisor
Antigo, Shawano & Elcho
800-398-2667, ext. 2269
I’m dedicated to helping you achieve your financial goals with a customized plan tailored to your needs, experience, and time horizon. I help individuals and families build long‑term wealth, strengthen their retirement outlook, and transfer assets with confidence. Reach out to schedule a complimentary consultation and take the first step toward a more secure financial future.
djackson@covantagecu.org
Steve Bandy
Financial Advisor
Stevens Point, Wausau, Weston, Rib Mountain, & Rothschild
800-398-2667, ext. 4720
I empower clients to grow their wealth, protect their future, and maximize the value of their assets. Whether you're building your financial foundation or preparing for retirement, I deliver customized strategies and a full suite of solutions designed to move you closer to your goals. If you're ready to take control of your financial future, contact me today for a complimentary consultation and let’s start building your success.
sbandy@covantagecu.org
Bill Bargholtz
VP of CoVantage Retirement and Investment Services, Financial Advisor
Mokena, New Lenox, Neenah, Menasha, Appleton, Suamico, & Menominee
800-398-2667, ext. 2372
I support CoVantage Credit Union members by helping them grow their assets, build reliable retirement income, protect their wealth, and create a lasting legacy. With 31+ years of experience, I make financial planning simple and personal, combining big-firm expertise with local relationships.
bill.bargholtz@covantagecu.org
Kyle Hammen
Financial Advisor
Antigo, Rhinelander, Crandon, Iron River, & Crystal Falls
800-398-2667, ext. 2260
Focused on helping CoVantage Credit Union members strengthen their financial future, I provide strategies to grow assets, build reliable retirement income, protect hard‑earned wealth, and create meaningful legacies. With clear guidance and a results‑driven approach, I empower members to move forward with confidence and take control of their long‑term financial success.
kyle.hammen@covantagecu.org
Barb Carroll
Program Coordinator
Supporting Financial Advisors
800-398-2667, ext. 1811
Chadd Nelson
Sales Assistant
Supporting Financial Advisors
800-398-2667, ext. 1811

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 LPL 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.