Daily Dupaco

Wednesday, December 10, 2014

Schmelzer joins Dupaco Financial Services team

Cole Schmelzer

Cole Schmelzer has joined Dupaco Financial Services as a financial consultant. Located at the Hillcrest Rd. branch of Dupaco in Dubuque, Schmelzer has been in the financial industry since 2006 and is a graduate of Leadership Dubuque. He is licensed in life and health; is registered for Securities in Illinois, Iowa, and Wisconsin; and his Series 7, 63, and 65 registrations are held through LPL Financial. He is also currently working on his Chartered Retirement Planning Counselor designation. Schmelzer serves as a board member of Dubuque Independent Football League and chair member for the Iowa Special Olympics.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Dupaco Community Credit Union deposits and 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 investments is not guaranteed, and loss of principal is possible.

Not NCUA Insured – Not Credit Union Guaranteed – May Lose Value - Not Insured by any Federal Government Agency - Not a Credit Union Deposit

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. 


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.


Comments (1)
Mr. Schmelzer
Rich
 • 438 days 4 hrs 21 mins 10 secs ago
My wife and I are currently working on retirement planning with Mr. Schmelzer. He is very knowledgeable and explains complicated material in easy layman's terms. We are extremely pleased with the service he is providing us! Thank you Cole!
 

Re: Mr. Schmelzer
Dupaco Moderator
 • 438 days 2 hrs 20 secs ago

Hi Rich, thank you for the compliment! We will pass it on to Cole.

 

Mr. Schmelzer
Rich
 • 438 days 4 hrs 21 mins 10 secs ago
My wife and I are currently working on retirement planning with Mr. Schmelzer. He is very knowledgeable and explains complicated material in easy layman's terms. We are extremely pleased with the service he is providing us! Thank you Cole!
 

Re: Mr. Schmelzer
Dupaco Moderator
 • 438 days 2 hrs 20 secs ago

Hi Rich, thank you for the compliment! We will pass it on to Cole.

 

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