Routing Number: 307070021
Routing Number: 307070021

Investment Services

As a member of Air Academy Federal Credit Union you have access to Financial Advisors available through our broker-dealer CUSO Financial Services, L.P. (CFS)*. 

In today's market, it's essential to work with an advisor who can provide you insight and guidance based on an understanding of your unique situation. A financial advisor will work with you to develop, implement, and monitor personalized financial plans, specializing in retirement strategies and IRA rollovers for 401(k), 403(b), 457,
Profit Sharing, and TSP.

Whether it's developing sound solutions for your retirement, generating income, or protecting your assets through insurance, a financial advisor will:

  • listen to your financial needs,

  • provide impartial advice to help you make decisions, and

  • be dependable and responsive.

Daniel Urquidi
Daniel Urquidi
CFS* Financial Advisor
Email Daniel
Direct: 719.592.1037

Daniel Urquidi is a financial advisor registered with CUSO Financial Services, L.P. (Member FINRA / SIPC) with over 10 years in the financial services industry. Two years ago, he transitioned from the banking world to work as a financial advisor. He is passionate about helping clients understand their retirement options and takes a holistic approach to helping them create a plan that fits their needs.

Daniel has lived in Colorado Springs for the last 15 years and enjoys spending his free time outdoors - mountain biking, snowboarding, or playing (and coaching) baseball. He also enjoys working on his golf game!

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

MyPortfolioView™ 

MyPortfolioView allows you to view your portfolio accounts online through CUSO Financial Services, L.P. from any device! Login to view your investment accounts.

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Explore your retirement possibilities with Air Academy Federal Credit Union and CUSO Financial Services, L.P.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.  

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Responses to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in their website is the U.S. residents only and does not constitute an offer to sell, or solicitation of an offer to purchase brokerage services to persons outside of the United States. 

The mark CORDERA® is a federally registered trademark of High Valley Land Company, Inc. used under license.

Not NCUA insured

Investments