Investment Services

Securing your financial future requires more than just savings and hard work. Proper investment planning to help define your goals, minimize your tax burden and ensure proper diversification according to your risk tolerance is critical. The LPL Financial Advisors of the Investment Center located at Credit Union of Colorado can help you plan for retirement, college, or any other major financial goal. Contact the advisor in your area to schedule your no-cost, no-obligation consultation.

Todd Jeffcoat - Arvada, Central Denver & Thornton

Arvada, Central Denver & Thornton

Todd A. Jeffcoat

CERTIFIED FINANCIAL PLANNER™ Professional
todd.jeffcoat@lpl.com
jeffcoat.coloradofinancialpartners.com
303-812-1908 or 800-444-4816, ext. 71431

Cathey Brown - Aurora, Parker & Southeast Denver

Aurora, Parker & Southeast Denver

Cathey Brown

ChFC® Financial Consultant
cathey.brown@lpl.com
brown.coloradofinancialpartners.com
303-894-5245 or 1-800-444-4816, ext. 70531

Julia Smith

Bear Valley, Golden & Lakewood

Julia J. Smith

LPL Financial Advisor
julia.smith@lpl.com
julia.coloradofinancialpartners.com
303-894-6743 or 800-444-4816, ext 72331

Cal Achey - Greeley & Fort Collins

Greeley & Fort Collins

Cal Achey

Financial Consultant 
calvin.achey@lpl.com
achey.coloradofinancialpartners.com
970-304-4909 or 800-444-4816, ext. 70435

Phil Brown - Pueblo

Pueblo

Phil Brown

LPL Financial Advisor
philip.brown@lpl.com
phil.coloradofinancialpartners.com
719-585-4733 or 800-444-4816, ext 70235

Dallas Grabow - Grand Junction

Grand Junction

Dallas Grabow, MBA

CERTIFIED FINANCIAL PLANNER™ Professional Financial Consultant
dallas.grabow@lpl.com
grabow.coloradofinancialpartners.com
970-257-3525 or 800-444-4816, ext.70331

Ken Payne - Colorado Springs & Cañon City

Colorado Springs & Cañon City

Ken Payne

LPL Financial Advisor
ken.payne@lpl.com
payne.coloradofinancialpartners.com
719-585-4738 or 800-444-4816, ext.72231

 

Securities offered through LPL Financial, member FINRA /SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.
Credit Union of Colorado and the Investment Center Located at Credit Union of Colorado 
are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured  Not Credit Union Guaranteed May Lose Value