Daily Dupaco

Thursday, June 21, 2018

Couple turns to Dupaco Financial Services for investment guidance

Couple turns to Dupaco Financial Services for investment guidance

As soon as Wayne Konrardy retired five years ago, he turned to his first order of business.

“I switched my 401(k) right to Dupaco Financial Services,” said Wayne, of Dubuque. “That was the first thing I wanted to do.”

Wayne, whose father worked at the Dubuque Packing Company, and his wife, Mary, are loyal Dupaco members.

Since the late 1960s, they’ve turned to their credit union for everything from car and home loans to checking and savings accounts. And when Wayne lost faith in the company managing his investments several years ago, he moved those to DFS, too.

“I like that they care about me. They listen to what we say, and they give us recommendations and tell us why we should do it,” he said.

Wayne and Mary take different approaches to their investments. While Mary is more conservative, Wayne enjoys dabbling in stocks. DFS has structured their investments to reflect their preferences. DFS also has provided guidance to the couple when they purchased a car and had work done on their deck and driveway.

Securities and Advisory services offered through LPL Financial, a Registered Investments Advisor. Member FINRA/SIPC Insurance products offered through LPL Financial or its licensed affiliates. Dupaco Community Credit Union and Dupaco Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investments products sold through LPL Financial are not insured Dupaco Community Credit Union deposits are not NCUA insured. These products are not obligations of Dupaco Community Credit Union and are not endorsed, recommended or guaranteed by Dupaco Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Not NCUA Insured – Not Credit Union Guaranteed – May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Iowa, Wisconsin and Illinois.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

By Emily Kittle

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