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Thinking about your family's financial goals? Take advantage of our on-site financial
advisors. |
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Linsco/Private Ledger |
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Through our relationship with LPL, AAFCU provides access to a comprehensive portfolio
of products and services from leading companies – some of the most respected companies
in the industry today. The LPL representatives at the credit union are sensitive
to members’ needs and will work with you to create a well-balanced financial strategy
for developing your personal financial goals. |
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- Retirement Planning
- Investment Planning
- Education Planning
- Business Planning
- Estate Planning
- Tax Planning
- Insurance Planning
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For more information or to speak with a Financial Advisor: |
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In the Colorado Springs Area: |
Bob Newman, Financial Consultant
719-592-1053 |
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Rebecca Bayless, Financial Consultant
719-592-1034 |
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In the Douglas County & Monument Areas: |
Mark Fuhrman, Financial Planner
303-683-3932
719-488-4941 |
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In the Elbert County Area: |
Ken Konkel, Financial Consultant
303-243-5684
720-208-7434 |
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Robert Newman, Rebecca Bayless, Mark Fuhrman, and Ken Konkel are Financial Advisors with, and offer
Advisory services and securities through Linsco/Private Ledger, (LPL) member NASD-SIPC.
Not NCUA insured, no credit union guarantee, may lose value. LPL is not affiliated
with the credit union. LINSCO/Private Ledger is not affiliated with Sharebuilder
or Netstock Investment Corp. LPL Branch: 1355 Kelly Johnson Blvd. Colorado Springs,
CO 80920 (719) 592-1053 or 592-1034; and 417 3rd Street Monument, CO 80132 (303)
683-3932 or (719) 488-4941; and 117 South Elizabeth St. Elizabeth, CO 80107 (303)
339-9612 or (720) 208-7434. OSJ:14142 Denver West Parkway Suite 300, Lakewood, CO
80401 (303) 393-2405. |
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