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  •                                                                             AAFCU Routing Number: 307070021

Investment 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:

Serving the Highlands Ranch and Parker branches:
Ann Re, Financial Consultant

Visit her Website.*

Serving the Castle Rock, Monument, and Air Force Academy branches:
David Connelly, Financial Consultant

Visit his Website.*

Serving the Cordera, Garden Ranch, and Cheyenne Mountain branches:
Adam Wade, Financial Consultant

Visit his Website.*

Ann Re, David Connelly, and Adam Wade are financial consultants with LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. David Connelly and Adam Wade offer Investment Advice through Western Wealth Management LLC, a Registered Investment Advisor. LPL Financial, Investment and Retirement Center located at Air Academy Federal Credit Union, Air Academy Federal Credit Union, and Western Wealth Management LLC are separate entities.

LPL Disclosure

 Check the background of this firm on FINRA's BrokerCheck                                                

**By clicking on the "Website" link, 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.