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.
Arvada, Central Denver & Thornton
Todd A. Jeffcoat
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ Professional
todd.jeffcoat@lpl.com
coloradofinancialpartners.com/team/todd-jeffcoat
303-812-1908 or 800-444-4816, ext. 71431
Bear Valley, Golden & Lakewood
Julia J. Smith
LPL Financial Advisor
julia.smith@lpl.com
westernwealthadvisors.com/team/julia-smith
303-894-6743 or 800-444-4816, ext 72331
Aurora, Highlands Ranch, Parker and Southeast Denver
Craig S. Ketcham
LPL Financial Advisor
craig.ketcham@lpl.com
westernwealthadvisors.com/team/craig-ketcham
303-894-5245 or 1-800-444-4816, ext. 70531
Greeley & Fort Collins
Spencer Olson
LPL Financial Advisor
spencer.olson@lpl.com
Website
970-304-4909 or 800-444-4816, ext. 70435
Pueblo
Phil Brown
LPL Financial Advisor
philip.brown@lpl.com
coloradofinancialpartners.com/team/phil-brown
719-585-4733 or 800-444-4816, ext 70235
Grand Junction
Dallas Grabow, MBA
CERTIFIED FINANCIAL PLANNER™ Professional Financial Consultant
dallas.grabow@lpl.com
coloradofinancialpartners.com/team/dallas-grabow
970-257-3525 or 800-444-4816, ext.70331
Colorado Springs & Cañon City
Ken Payne
LPL Financial Advisor
ken.payne@lpl.com
coloradofinancialpartners.com/team/ken-payne
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 |