Your unique investment plan

Whether you are saving for college, working toward retirement or building a legacy for you and your family, Fox Communities Investment Services can work with you to develop an investment plan aligned with your needs and goals. At Fox Communities Investment Services, our goal is to make a difference – for you, your family and your future.

Integrated strategies

We can help you sift through the many options available to create a unique investment strategy.  With access to a wide range of financial products and services, we will work with you to build a diversified portfolio of investments, with a focus on optimizing potential returns and minimizing risk.

Fox Communities Investment Services has the expertise to assist you with the following products and services:

Breadth and depth of products:

• Mutual funds
• Fixed and variable annuities
• Insurance
• Stocks & bonds

Essential financial services:

• Retirement planning
• Financial planning
• Asset allocation
• Asset management
• College savings
• Estate planning

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In addition to the above listed services, Fox Communities Investment Services also provides: 

• Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
• Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.

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Chris Thelen – Serving Green Bay and the Lakeshore

• Born and raised in Green Bay
• Hobbies include: fishing, playing golf, bicycle riding, gardening, and traveling with family.
• Chris has 20 years of investment experience serving Northeast Wisconsin
• He also has the Series 63, 65, & 7 Registrations, held with LPL Financial
• Life insurance Licensed
• Attended NWTC – Police Science
• Attended UW- Green Bay – Elementary Education

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Chad Urban– Serving Appleton and Kimberly

• Raised in Hartland, WI – Lives in Neenah, WI
• Hobbies include: traveling, fishing, playing golf, coaching sports and spending time with family
• Chad has 10 years of financial services experience serving the Fox Valley
• He also has the Series 63 and 7 Registrations, held with LPL Financial
• Life Insurance Licensed
• Attended Concordia University – Major: Elementary Education, Minor: Mathematics
• Attended Walden University – Masters: Educational Mathematics

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Wade Paffenroth – Serving Oshkosh, New London, Clintonville, & Neenah

• Raised in Oshkosh WI – Lives in Sherwood, WI
• Hobbies include: traveling, fitness, outdoor pursuits and spending time with family
• Wade has 13 years of investment experience serving Northeast Wisconsin
• He also has the Series 63, 65, 7 & 6 Registrations, held with LPL Financial
• Life Insurance Licensed
• Attended UW – Stevens Point – Bachelor of Science

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Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLP (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fox Communities Credit Union and Fox Communities Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Fox Communities Investment Services and may also be employees of Fox Communities Credit Union. These products and services are being offered through LPL or its affiliates, of which are separate entities from, and not affiliates of Fox Communities Credit Union or Fox Communities Investment Services. Securities and Insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY

NOT CREDIT UNION GUARANTEED

NOT CREDIT UNION DEPOSITS OR OBLIGATIONS

MAY LOSE VALUE

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.