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

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
Kyle Hammen
Financial Professional
Serving the Antigo, Rhinelander, Crandon, Iron River, and Crystal Falls locations
800-398-2667, ext. 2260
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
Brett Lee
Program Champion

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.