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 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. Together, we’ll focus on building wealth, working toward retirement security, and transferring assets effectively. No matter where you are in life, I have the tools and products to create the right strategy for you. Contact me for a complimentary consultation to get started.
djackson@covantagecu.org
Steve Bandy
Financial Advisor
Stevens Point, Wausau, Weston, Rib Mountain, & Rothschild
800-398-2667, ext. 4720
Helping you pursue your financial goals is my top priority. With a plan tailored to your needs, experience, and time horizon, we’ll work toward building wealth, securing retirement, and transferring assets effectively. Wherever you are in life, I have the tools and products to create the right strategy. Contact me for a complimentary consultation to get started.
sbandy@covantagecu.org
Bill Bargholtz
Financial Advisor
Neenah, Menasha, Appleton, Suamico, & Menominee
800-398-2667, ext. 2372
I help CoVantage Credit Union members through Retirement & Investment Services, guiding them in growing assets, creating retirement income, protecting wealth, and building a 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
I help CoVantage Credit Union members through Retirement & Investment Services, focusing on growing assets, creating retirement income, protecting wealth, and building a legacy. With local roots and a passion for generational planning, I make financial guidance simple and personal.
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
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.