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Investment Services

Your financial future starts with a conversation.

Use the dropdown below to find a financial advisor near you and take the next step toward achieving your goals.

Image
A couple seeking financial advice

We're here for your financial goals. 

As your valued financial partner, we’ve teamed up with LPL Financial Advisors to help you achieve your financial goals through planning, investing, and making the most of your money.  

Connect with the Financial Advisor in your local Investment Center at the Credit Union of Colorado to schedule your no-cost, obligation-free consultation.** 

Denver Metro

Craig Ketcham

Craig Ketcham

AAMS

Aurora

Highlands Ranch

Parker

Southeast Denver

Central Park

Todd Jeffcoat

Todd Jeffcoat

CFP, CFA

Downtown Denver

Arvada

Thornton

Spencer Olson

Spencer Olson

CPFA

Broomfield

Northern Colorado

Spencer Olson

Spencer Olson

CPFA

Greeley

Fort Collins

Southern Colorado

Gregory Smith

Gregory Smith

CPFA

Colorado Springs

Cañon City

Phil Brown

Phil Brown

Pueblo

Rachel Kuss

Rachel Kuss

CFP, AIF, CRPS

Durango

Western Colorado

Dallas Grabow

Dallas Grabow

CFP

Grand Junction

Rachel Kuss

Rachel Kuss

CFP, AIF, CRPS

Durango

Check the background of your financial advisor using BrokerCheck®.

Resources

6 Tips for Investing During Uncertain Times
Article
Couple in their 30's going over retirement plan

6 Tips for Investing During Uncertain Times

Common Financial Pitfalls by Decade
Article
Walking on trail

Common Financial Pitfalls by Decade

**Credit Union of Colorado ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("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. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information. LPL Financial Form CRS.

Securities and advisory services are 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. Credit Union of Colorado and Investment Center Located at Credit Union of Colorado are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Center Located at Credit Union of Colorado, and may also be employees of Credit Union of Colorado. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union of Colorado or Investment Center Located at Credit Union of Colorado. 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

 

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        Make a payment on your vehicle or personal loan here.
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      • See All Articles
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      • Start Out on My Own
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      • Make a Major Purchase
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        We are here to help you with answers to common questions about everything from membership to our products and services.

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