Aurora Federal Credit Union


 

Financial Planning and Investments

Todd A. Dussex, CFP®, of LPL Financial. Todd has 31 years of experience serving credit union members and can assist you in developing and working towards your long-term financial goals. As a CERTIFIED FINANCIAL PLANNER professional™, Todd will help tailor a plan specific to your circumstances.

He is available by appointment and always offers credit union members a free, no obligation initial consultation. To learn more about Todd or to meet with him personally, contact him directly at 303-283-4746 or visit his website.

Services:

  • Financial and Retirement Planning
  • Wealth Management & Preservation
  • Retirement & IRA Distribution Planning
  • 401(k) Rollover Services
  • Insurance Reviews

 

Products:

  • Mutual Funds
  • Individual Stocks & Bonds
  • Tax-deferred Annuities
  • Alternative Investments
  • Traditional & Roth IRAs
  • Life Insurance

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is not affiliated with Aurora Federal Credit Union. The Credit Union has a brokerage affiliate arrangement with LPL Financial to provide broker/dealer services on Credit Union premises.

Check the background of this investment professional on FINRA's BrokerCheck.

Not NCUA Insured
No Credit Union Guarantee
May Lose Value

Todd Dussex may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, NJ, PA