Get Friendly, Personal Social Security and Financial Planning Guidance
Investment Team
Our investment professionals take the time to get to know you and your goals to help you develop strategies for things like:
- Financial planning
- Retirement planning
- Life insurance
Administrative Staff
Our administrative team helps keep everything running to help you feel supported from the start. They support our investment professionals and help with things like:
- Scheduling and coordination support
- Day-to-day service requests
- Routing questions and information
PERSONALIZED GUIDANCE
Financial planning isn’t just for the wealthy
We help people plan for things like retirement, college costs and life insurance. Dupaco Financial Services offers convenient, local access to professional investment services—based on your needs. And we’ll check in regularly to help keep your plan on track. Dupaco provides guidance for:
- Financial planning
- 401(k) and Individual Retirement Account (IRA) distribution options
- Mutual funds
- Annuities
- Retirement planning
- Estate planning
- Life insurance
Meet Our Team
Dupaco Financial Services is committed to establishing the personal relationship necessary to help you work toward long-term financial success. Our team of investment professionals can review your current financial situation and assist you in developing strategies to help address your financial needs: Retirement, life insurance, education and more.
You can check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Terry Belken, CFP®, CEPA®, APMA®, AWMA®, CMFC®
Financial Consultant
800-373-7600, Ext. 2608
tbelken@dupaco.com
Meet Your Administrative Staff
About Dupaco Financial Services
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:
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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.