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Your money matters. And with so many vital decisions to be made on how best to achieve your financial goals, it’s reassuring to know that you can rely on the expertise of a name you can trust. Dupaco Financial Services.
Located at the Hillcrest at JFK location of Dupaco Community Credit Union, our team of investment professionals is available to review your current financial situation and assist you in developing strategies custom-tailored to help meet your financial needs. Whether you’re looking to:
- Plan for retirement
- Build wealth
- Save for education
- Diversify your assets
- Protect your family with insurance
- Reduce taxes
- Save for a home
- Establish employee retirement plans
- Transfer assets
We have access to the expertise, products, and services to help you succeed.
And because Dupaco Financial Services is a wholly-owned subsidiary of Dupaco Community Credit Union—the financial home you own—you can rest assured that you are working with an organization that will act with your best interest in mind. A hometown partner that will work hard to provide you with the information and support you need to get ahead in life. To that end, Dupaco Financial Services works with a national, full-service securities brokerage firm LPL Financial to make available top-of-the-line investment and insurance information and opportunities. Right here at home.
Through Dupaco Financial Services, you’ll receive investment direction on the following:
- Mutual funds
- 401(k) rollovers
- Annuities
- IRAs
- Retirement planning
- College planning
- Mortgage, term, life, and disability insurance
- Long-term care insurance
Most importantly, the strategies we recommend are based on your particular needs, not sales goals or quotas. You remain in total control of all decision making. On a periodic basis, you then meet with your Dupaco Financial Services Representative to review your plans and discuss possible modifications. The bottom line? Dupaco Financial Services is committed to establishing the personal relationship necessary to help you achieve long-term financial success.
Dupaco Financial Services Representatives:
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 Michael Poppen joined the Dupaco Financial Services staff in 2007. He was previously employed by Waddell and Reed Financial Services in Davenport, IA. Michael holds his Series 6, 63 and 65 securities licenses with LPL Financial, and is also licensed in Life, Accident, and Health Insurance. No matter your age or financial situation, Michael is available to assist you in identifying solutions and implementing strategies that will help you meet your financial objectives. His office is located at our Hillcrest at JFK location, and he can be reached at (563) 557-7600 / 800-373-7600, ext. 2302, or by e-mail at mpoppen@dupaco.com. As a convenience to our members, Michael is also available for appointments at any Dupaco branch location. |
 Suzan Martin-Hallahan is a graduate of the University of Iowa and the College of Financial Planning. Suzan brings more than 19 years of financial planning and management experience to the credit union. A Certified Financial Planner, she holds her Series 6, 7, and 63 registrations with LPL Financial. She is also licensed in Life, Health, Variable Contracts, and Credit Life & Disability insurance in the state of Iowa. Her office is located at our Hillcrest at JFK location, and she can be contacted at (563) 557-7600 / 800-373-7600, ext. 2263, or by e-mail at smhallahan@dupaco.com. Suzan is also available for appointments at any Dupaco branch location. |
 Mike Moran is a Platteville native and a UW-Platteville graduate with 21 years of experience in lending and investments. A Financial Consultant for Dupaco Financial Services, he holds his securities licenses through LPL Financial and is available to meet with you in our Platteville branch location. Reach Mike by phone at (608) 348-4499 / 800-373-7600, ext. 2348, or by e-mail at mmoran@dupaco.com. |
 Dan Pence has more than 30 years of experience in financial services, including the last 18 in the Cedar Rapids market. Dan is available to assist members with his expertise in financial planning and insurance. He holds his Series 6 and 63 securities licenses with LPL Financial and is also licensed in Life, Health and Accident, Personal Lines, and Property and Casualty insurance in the state of Iowa. Dan is located at our Cedar Rapids office at 3131 Williams Boulevard SW and may be reached by phone at (319) 366-8231 / 800-373-7600, ext. 2328, or by e-mail at dpence@dupaco.com. |
Dan Smith joined the Dupaco Financial Services staff in 1992 and has over 32 years experience in the financial services industry. A CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Smith holds a B.A. in Business from the University of Iowa and is licensed to sell mutual funds and variable annuities through broker/dealer LPL Financial. He is also licensed to sell as life and disability insurance as well as fixed annuities through a number of quality carriers. With his many years of experience, Dan will help you make wise financial decisions that best suit your lifestyle. His office is located at our Hillcrest at JFK location, and he can be reached at (563) 557-7600 / 800-373-7600, ext. 2214, or by e-mail at 
Michael Schroeder brings more than 11 years of financial planning and management experience to the credit union. A Financial Consultant for Dupaco Financial Services, he holds his Series 6, 7, 24, and 63 securities licenses through LPL Financial. He is also licensed in Life, Health, and Accident Insurance in Iowa, Illinois, and Wisconsin. Michael will provide you with specific solutions tailored to the unique needs of your financial goals, whether it’s saving for retirement, education planning, 401k rollovers, life and long term care insurance, or estate planning. His office is located at our Hillcrest at JFK location, and he can be reached at (563) 557-7600 / 800-373-7600, ext. 2795, or by e-mail at No matter the size of your portfolio or your financial goals, the investment professionals at Dupaco Financial Services are available to meet with you to discuss your particular financial situation. For a no-cost, no-obligation consultation, contact Dupaco Financial Services today. Your money matters. We’re here to help.
Dupaco Financial Services
Located at Dupaco Community Credit Union
3299 Hillcrest Road
Dubuque, IA 52001
fax: (563) 584-2243
(563) 557-7600 / 800-373-7600
Securities offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial and Dupaco Community Credit Union and its subsidiary, Dupaco Financial Services, Inc., are not affiliated. Mutual funds, annuities, and other investments: are not deposits; are not insured by the NCUA or any other regulatory agency; are not obligations of, or guaranteed by Dupaco Community Credit Union or any other affiliated entity; are subject to investment risks, including possible loss of the principal amount invested. The financial professionals associated with this site are registered to discuss and transact securities business with residents of the following states: IA, IL, and WI.
Disclosure: Some of the above convenient links take you out of the Dupaco website. The credit union does not represent either the third party or the viewer if the two enter into a transaction.
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