ARIS

Ascentra Retirement & Investment Services

A piggy bank isn't the only way you can save for your future. We offer many options through ARIS, and we'll walk with you through the road map of investing together step by step. 

To get started, contact us at 563-459-6916.

Our Process

We look at your financial situation comprehensively and holistically. The most important part of this process is listening carefully to your goals and concerns. We ask the questions that allow us to develop and implement a strategy designed to meet your current and future goals and dreams.

Through a needs-based consultation, Dan and Troy will work with you to determine which approaches might be appropriate for your personal situation.  At a high-level, the products and services include:

 

  • Insurance products to provide protection against unexpected life events
  • Investment products that help satisfy financial needs, such as saving for retirement or a child’s college education
  • Financial planning services* to prepare a strategy for addressing one or more financial, business or life-stage needs

*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

 

 

Meet Your Team

Ascentra Retirement & Investment Services (ARIS) has partnered with MassMutual to offer our members comprehensive investment and financial services. This partnership is built on a foundation of consistent level of service and local support for our members. 

MassMutual is directly aligned with the people helping people philosophy that credit unions are founded on. They are a mutual company, which means they don’t have shareholders but operate for the benefit of their members, policyowners and customers.

Dan Turnmeyer and Troy Sheets of ARIS are also registered representatives of MML Investors Services, LLC, MassMutual's broker-dealer. Dan and Troy have been MassMutual representatives serving the communities of eastern Iowa and western Illinois for over 20 years. Now, they're excited to assist ARIS in serving you!

 

Customer Relationship Summary

 


 

ACU-Web-Headshot-DanTurnmeyer

Dan Turnmeyer

Dan has been in the financial service industry for 24 years. He has earned his ChFC & CLU designations from the American College, a CFS designation from the Institute of Business and Finance and an MBA from St. Ambrose University. Dan is a native of the Quad Cities and is involved with several charitable organizations in our community. He is married to his wife, Heather, and they are raising 2 lovely children. 

CONTACT DAN

Troy Sheets

Troy has also been in the financial industry for 24 years. He is a native of Kewanee, and his office is located in the Quad Cities. Outside the office, Troy likes to golf, fish and spend time with the family. He is married to his wife, Erin, and they have 3 wonderful kids. 

CONTACT TROY

 

 

Review Your Options

Insurance Products

  • Whole Life
  • Universal Life
  • Variable Life
  • Term Life
  • Company/Bank-Owned Life Insurance (COLI/BOLI)
  • Disability Income
  • Long-Term Care
  • Fixed Annuities
  • Variable Annuities

Investment Products

  • Mutual Funds
  • Registered Investment Advisor (RIA) Products
  • Multi-Manager Funds
  • Asset Allocation Modeling
  • IRA Accounts
  • 529 Plans
  • Individual Money Managers
  • Mutual Fund Wrap Programs

    Financial Planning

    • Basic Planning
    • Advanced Planning
    • Tax Analysis
    • Portfolio Analysis
    • Estate Planning
    • Retirement Planning
    • Business Succession Planning
    • Family Wealth Counseling
    • Charitable Remainder Trusts

     

     

    • I had a financial meeting and it was very informative. Troy Sheets appears to really know his stuff.

      - Theresa

      Theresa C. is a client of Troy Sheets. Theresa C. was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202702-7701502

    • I have met a few times with Dan. I find him easy to talk with. He is very thorough in imparting information about MML Investor Services. It will be nice to have a consistent and local investment source.

      - Cynthia

      Cynthia A. is a client of Daniel Turnmeyer. Cynthia A. was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202702-7701502

    • Dan and Troy are competent, knowledgeable, dedicated professionals.  They understand our needs and have done an exceptional job in tailoring our financial strategy to meet our goals. 

      - Mark & Susie

      Mark & Susie H. are clients of Daniel Turnmeyer and Troy Sheets. Neither Mark nor Susie H. were compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202702-7701502

     

     

    Not a bank or credit union deposit obligation. Not FDIC or NCUA insured. Not insured by any federal government agency. Not guaranteed by any bank or credit union. May go down in value.

    Ascentra Credit Union receives compensation from MML Investors Services (MMLIS) and it affiliates for referring clients to MMLIS and its representatives. MMLIS's affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), MML Bay State Life Insurance Company (MML Bay State), C.M. Life Insurance Company (CM Life), and MML Insurance Agency, LLC (MMLIA). As a result, Ascentra Credit Union has an incentive to refer clients to MMLIS and its representatives.

    For the products and services offered through MMLIS, Ascentra Credit Union will receive 25% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, Ascentra Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MML Bay State and CM Life, Ascentra Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.

    Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office: 100 South 5th Street, Suite 2300, Minneapolis, MN 55402; Phone: 612-333-1413. Ascentra Credit Union is not a subsidiary or affiliate of MML Investors Services and is not a current client. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Ascentra Retirement & Investment Services is not a subsidiary or affiliate of MML Investors Services, LLC. CRN202702-7701502.

    Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office: 100 South 5th Street, Suite 2300, Minneapolis, MN 55402; Phone: 612-333-1413. Ascentra Credit Union is not a subsidiary or affiliate of MML Investors Services and is not a current client. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Ascentra Retirement & Investment Services is not a subsidiary or affiliate of MML Investors Services, LLC. CRN202712-7701502