We are performing regularly scheduled maintenance beginning at 9pm CST on March 25th, until 6am CST March 26th. During this time, services may be impacted. We apologize for any inconvenience and appreciate your patience while we enhance your banking experience. 

Invest in your future.

Reach out to our DECU Investment & Retirement Services team today and we’ll help you create a solid investment plan for tomorrow. Everything you need to help you pursue your goals and make your financial future a reality starts when you contact us.

Work with Trusted Professionals

DECU Investment & Retirement Services provides experienced, professional financial planning through LPL Financial to help get you ready for what’s on the horizon. Together with a DECU Investment & Retirement Services representative, we’ll work to align your current goals and put your money toward a happy retirement that begins in 5, 10, or even 20 years.

DECU Investment & Retirement Services Specialties

 Retirement Planning 

  • Investment Options 
  • Qualified Rollover Services 
  • Asset Positioning 
  • Income Planning/Analysis

 Investment Planning

  • Asset Allocation Reviews 
  • Risk Evaluations 
  • Open Architecture Product Placement 
  • Consistent Monitoring/Reviews

Protection Planning 

  • Insurance Needs Analysis 
  • Long-Term Care Planning 
  • Health Care Analysis

Education Planning  

  • College Cost Analysis 
  • State-Specific Planning 
  • 529 Plans 
  • Coverdell/ESA Savings 

Estate Planning* 

  • Legal References 
  • Wealth Transfer Analysis and Implementation 
  • Charitable Giving

* Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

Meet our Investment & Retirement Team

Brad Johannes

Bradley S. Johannes

VP, Wealth Management
(309) 743-1108 • EMAIL

Ryan Batey

Ryan Batey

Investment Representative
(309) 524-1223 • EMAIL

Emily Bulman

Emily Bulman, FPQP™

LPL Registered Administrative Associate
(309) 743-1111 • EMAIL

Josh Carter

Josh R. Carter

Investment Representative
(309) 743-1085 • EMAIL

Derek Mcnew

Derek McNew

Investment Representative
(309) 743-6912 • (239) 309-8829  • EMAIL

Kelly Peterson

Kelly Peterson

Investments Program Coordinator
(309) 524-1229 • EMAIL

Lucus Scott

Lucus M. Scott, LUTCF®, AIF®

Investment Representative
(309) 743-1028 • EMAIL

Shawn Shubat DECU

Shawn Shubat, ChFC®

Investment Representative
(309) 743-1088 • EMAIL