Bill Bargholtz
Bill Bargholtz
LUTCF®
Financial Advisor
(920) 720-2572

625 Deerwood Avenue
Neenah, WI 54956
8:30am - 5:00PM
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My Background

I help members at CoVantage Credit Union through the CoVantage Retirement and Investment Services program.  In partnership, we work together to develop a path that guides you through the peaks and valleys of your financial journey.  As your financial guide, we address the 4 core Financial Needs every person has.  The 4 Core needs are, Growth of Financial assets, Income after retirement from financial assets you have accumulated during your working years, Protecting your wealth in the event of catastrophic event, and doing the best to create a Legacy once you are gone.

 

My 31+ years of experience in guiding members, creating and monitoring checkpoints along the way, will assure you that we have your best interest in mind.  We are proud to offer these services through CoVantage Retirement & Investment Services.  We want to bring the level of expertise you would find at the large financial planning firms, along with the relationship that you have come to expect here at CoVantage CU.  My goal is to make the complexity of financial services easy to understand.  We believe that is what sets us apart from other financial services programs.

 

I am married to my spouse, Julie and we have two adults children that live in different parts of the country, Brooke and Erik.  We enjoy traveling to visit with them and experiencing the different adventures each time we visit them.  As a family, we enjoy spending time on the many bodies of water, water skiing, wake surfing, wakeboarding, tubing and fishing.  We are active in the Fox Valley community volunteering at our local church, service organizations and local schools.

 

Over the years of serving members, I have served on the product development committee for CUNA Mutual Groups annuity department, Advisory Council for Fidelity Investments, and Advisory Council for Nationwide Insurance.

 

I am proud to be a local financial advisor, with local roots, with local relationships, with a local credit union.  We hope you’ll agree, it just makes sense to take advantage of this great service the CoVantage Retirement & Investment Services offers to you, a local member.

                                 

Professional Services
  • Retirement Income Planning
  • Insurance Planning
  • Financial Planning
  • Wealth Preservation
  • Long Term Care Insurance
  • Retirement Account Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Investment Management
  • Life Insurance Planning