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 reach your goals and make your financial future a reality starts when you contact us.

Work with Trusted Professionals

DECU provides experienced, professional financial planning 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.

Meet our Investment & Retirement Team

Brad Johannes

Bradley S. Johannes

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

Josh Carter

Josh R. Carter

Investment Representative
(309) 743-1085 • EMAIL

Cody Flatt

Cody R. Flatt, AIF®

Investment Representative
(309) 743-1033 • 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

Emily Bulman

Emily Bulman, FPQP™

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

Adam Link

Adam Link

Operations Manager
(309) 743-1033 • EMAIL

Kacie Davis

Kacie Davis

Sales Assistant
(309) 743-1111 • EMAIL

Guided Wealth Portfolio

Automated Investing Backed With Personalized Service

Guided Wealth Portfolios combine easy-to-use technology with the personal financial consultation service of our DECU Investment & Retirement Services team. Unlike most digital investing solutions, or robo advisors, who don’t include a dedicated financial advisor relationship, our digital investing solution guides you through the process from start to finish.

Our online investment platform combines the benefits of a personal financial advisor with sophisticated technology to help you invest in your future:

  • Advisors on call
  • Low initial investment
  • Competitive rates

Personalized Solutions

We’ll create an investment allocation road-map based on your goals, risk preferences and investing timeline to help you pursue your objectives. Your road-map is also customized for your specific stage in life, and will change according to your needs.

  • Ongoing planning, service, and advice.
  • Investment road-map designed just for you
  • Access to a dedicated financial advisor

Hi-Tech, Low-Cost Advanced Wealth Management

Just $5,000 in investable assets opens your low management fee account, and we’ll allocate your assets in a tax-efficient manner, evaluating the tax impact of each trade before it goes though.

  • Low management fees
  • Low initial investment minimums
  • Tax-efficient investing

Intuitive, Intelligent Investing

Your self-directed investing process is made fast and easy with the secure technology that powers DECU’s Guided Wealth Portfolios. Get access to a personal portal and track your activity, open new accounts, invest online, see your portfolio and make updates to your accounts in all one place:

  • Personal investment portal
  • Constant monitoring of your portfolio
  • 24/7 access to your accounts

BrokerCheck

  • Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Deere Employees Credit Union deposits and are not NCUA insured. These products are not obligations of the Deere Employees Credit Union and are not endorsed, recommended or guaranteed by Deere Employees 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. Deere Employees Credit Union and DECU Investment and Retirement Services are not registered broker/dealers and are not affiliated with LPL Financial.
An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
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: AL, CA, FL, IA, ID, IL, KS, MO, MS, NC, NE, NV, OH, SC, SD, WI