Dupaco Financial Services gives you convenient, local access to outstanding investment services and specialists. From helping you get started with your first investment to making decisions about your retirement, we’re here to help you through every step of your life journey.
Unlike some firms, our team isn’t driven by sales goals or quotas. We’re here to offer you good, honest advice and recommendations based on your individual needs. And we don’t take a “one and done” approach to helping you—our team will check in with you regularly to help you keep your financial plans on track.
Dupaco Financial Services provides investment guidance for:
- 401(k) and Individual Retirement Account (IRA) distribution options
- Mutual funds
- Retirement planning
- College planning
- Term/universal and disability insurance plans
- Long-term care insurance
Request Your Free Consultation
Our team of investment experts is available to meet with you to discuss your particular financial situation. Any type of financial goal and any size portfolio is welcome!
Request your no-cost, no-obligation consultation using the appointment form below. Or give Dupaco Financial Services a call at 800-373-7600, ext. 211.
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 or otherwise.
You can check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
800-373-7600, Ext. 2810
David Andrew earned his Bachelor of Arts from Coe College in Cedar Rapids, Iowa. Additionally, David completed studies at American College to become a Certified Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). David’s Series 6, 7, 63 and 65 securities registrations are held with LPL Financial, and he is also licensed in Life, Accident, and Health Insurance in Iowa and Florida. Married with two children, David is a Cedar Rapids-area native with over 15 years’ experience in the financial services industry. His top priority is helping his clients secure a healthy and stress-free financial future. Located at our Williams Blvd. branch in Cedar Rapids, David is also available for appointments at other Dupaco branches.
800-373-7600, Ext. 2263
Suzan Martin-Hallahan is a graduate of the University of Iowa and the College of Financial Planning. Suzan brings more than 20 years of financial planning and management experience to the credit union. As a CFP®, her Series 6, 7, and 63 registrations are held with LPL Financial. She is also licensed in Life, Health, Variable Contracts, and Credit Life & Disability insurance in the states of Iowa, Illinois and Wisconsin. Suzan specializes in retirement, estate and tax planning. Her office is located at our Dubuque location at 3999 Pennsylvania Avenue, although Suzan is also available for appointments at any Dupaco branch location.
800-373-7600, Ext. 2302
Michael Poppen joined the Dupaco Financial Services staff in 2007. He was previously employed by Waddell and Reed Financial Services in Davenport, IA. Michael’s Series 6, 7, 63 and 65 securities registrations are held 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 and implementing strategies that will help you pursue your financial objectives.
800-373-7600, Ext. 2461
Cole Schmelzer joined Dupaco Financial Services in 2014 as a financial consultant. Located at the Hillcrest Rd. branch of Dupaco in Dubuque, Schmelzer has been in the financial industry since 2006. 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 has also earned his Chartered Retirement Planning Counselor® designation from the College for Financial Planning. He assists members in developing financial goals and strategies with a focus on retirement and legacy planning.
800-373-7600, Ext. 2795
Michael Schroeder brings more than 14 years of financial planning and management experience to the credit union. A Financial Consultant for Dupaco Financial Services, his Series 6, 7, 24, and 63 securities registrations are held through LPL Financial. He is also licensed in Life, Health, and Accident Insurance in Iowa, Illinois, Wisconsin, and Florida. Michael will provide you with guidance 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.
800-373-7600, Ext. 2214
Dan Smith joined the Dupaco Financial Services staff in 1992 and has over 35 years of experience in the financial services industry. A CFP® practitioner, Smith holds a B.A. in Business from the University of Iowa and is registered to sell mutual funds and variable annuities through broker/dealer LPL Financial. He is also licensed to sell 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 financial decisions that suit your lifestyle.
Dupaco Financial Services is a wholly-owned subsidiary 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 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.