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 provides guidance for…
- Financial Planning
- 401(k) and Individual Retirement Account (IRA) distribution options
- Mutual funds
- Retirement planning
- Estate planning
- College planning
- Life insurance
Have questions? Request an appointment!
Want to review your investments, plan for retirement, or save for your kid’s college? Any type of financial goal and any size portfolio is welcome. Drop us your info below, and we’ll be in touch. Need to talk sooner? Just give us 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.
Terry Belken, CFP®, APMA®, AWMA®, CMFC®
800-373-7600, Ext. 2608
Terry Belken earned his Bachelor of Arts from Clarke University. Terry brings more than 19 years of financial planning experience to the credit union. Terry’s Series 66 and 7 securities registrations are held with LPL Financial, and is also licensed to in Life, Health, Disability, Variable Annuities, and Long-Term Care. Terry assists members in developing a tailored financial plan towards their financial goals. Terry specializes in retirement, education planning, 401k rollovers, charitable giving, and legacy planning.
Chad Hruska, RICP®
800-373-7600, Ext. 2517
Chad Hruska graduated from Wartburg College in 2000 with a degree in Biology Secondary Education. Chad transitioned to helping people in financial services in 2011 but keeps his root of education in his interactions with members and their families. For more than 10 years he has been working with people ranging from new business owners to legacy planning grandparents. Chad’s Series 6, 63, and 65 are held with LPL Financial. In 2021 he earned the Retirement Income Certified Profession (RICP) designation from the American College of Financial Services. Chad is licensed in Life, Health, Disability, and Long-Term Care insurances across a number of states. Chad looks forward to assisting you with your financial, protection and income goals now and for the future.
800-373-7600, Ext. 2701
Austin Jungers joined Dupaco Financial Services in 2022 as a Member Engagement Financial Advisor. Located in Dubuque, Austin has been in the financial industry since 2014. He is registered for Securities in multiple states; and his Series 6 and 63 registrations are held through LPL Financial. Austin holds an MBA in Business from the University of Dubuque. He assists members in developing financial goals and strategies with a focus on retirement planning.
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. Married with three children, David is a Cedar Rapids-area native with 20 years’ experience in the financial services industry and has been with Dupaco since 2013. His top priority is helping his clients secure a healthy and stress-free financial future.
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.
800-373-7600, Ext. 2302
Michael Poppen joined the Dupaco Financial Services staff in 2007. He brings more than 15 years of financial planning to Dupaco and 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 in Dubuque, Schmelzer has been in the financial industry since 2006. He is licensed in life and health; is registered for Securities in multiple states; 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 20 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.
800-373-7600, Ext. 2822
Devon Douvikas earned his Bachelor of Science from Columbia College in Columbia, Missouri. Located in Dubuque, Douvikas has been in the financial industry since 2016. His Series 66 and 7 registrations are held with LPL Financial. He is also licensed in Life, Accident, and Health Insurance in multiple states. No matter your age or financial goals, he looks forward to helping you build a strong financial future by way of investment advice, retirement planning, education planning, 401(k) rollovers, life insurance and estate planning.
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:
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.
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.