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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.

Your Dupaco Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Dupaco Credit Union for these referrals. This creates an incentive for Dupaco Credit Union to make these referrals, resulting in a conflict of interest. Dupaco Credit Union is not a current client of LPL for brokerage or advisory services. Please read the LPL Financial Relationship Disclosure for more detailed information.

Dupaco Financial Services is a division of Dupaco Community Credit Union — the financial home you own — so you can rest assured that you're working with an organization that will act with your personal interest in mind. 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.

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 Financial or its licensed affiliates. Dupaco Community Credit Union and Dupaco Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Dupaco Financial Services, and may also be employees of Dupaco Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dupaco Community Credit Union or Dupaco Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | 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.

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