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  •                                                                             AAFCU Routing Number: 307070021

Money Management

Thinking about your family's financial goals? Take advantage of our on-site financial consultants.

Through our relationship with LPL Financial, AAFCU provides access to a comprehensive portfolio of products and services from some of the most respected companies in the industry today.  The LPL Financial consultants located 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.

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Business Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning

For more information or to speak with a financial consultant:

In the Colorado Springs area:

Bob Newman, Financial Consultant
719.592.1053
robert.newman@lpl.com
Visit his Website.*

Rebecca Bayless, Financial Consultant
719.592.1034
rebecca.bayless@lpl.com

In the Douglas County & Monument areas:

Mark Fuhrman, LPL Wealth Advisor
303.594.1611
719.488.4941
mark.fuhrman@lpl.com
Visit his Website.*

In the Highlands Ranch and Parker areas:

Ann Re, Financial Consultant
303.859.8005
ann.re@lpl.com
Visit her Website.*

Robert Newman, Rebecca Bayless, Mark Fuhrman, and Ann Re are financial consultants with LPL Financial. Advisory services and Securities offered through LPL Financial, member FINRA/SIPC**. Insurance products offered through LPL Financial or its licensed affiliates. *LPL Financial is not affiliated with the credit union. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of Colorado.


*By clicking on the “Website” link, you will leave AAFCU website. The website you are about to visit is not operated by AAFCU. The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site and AAFCU is not responsible for its content. Any transactions you enter into with a vendor, merchant or other party accessed through this third-party site, are solely between you and that vendor, merchant or other party. AAFCU’s privacy and security policy does not apply to this third-party site, and for further information you should consult the privacy and security disclosures of the third-party site.

**By clicking on the “FINRA” or "SIPC" link, you will leave AAFCU website. The website you are about to visit is not operated by AAFCU. The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site and AAFCU is not responsible for its content. Any transactions you enter into with a vendor, merchant or other party accessed through this third-party site, are solely between you and that vendor, merchant or other party. AAFCU’s privacy and security policy does not apply to this third-party site, and for further information you should consult the privacy and security disclosures of the third-party site.