Financial Planning Services

Contact Todd A. Dussex, CFP® and Financial Planner at the Investment & Retirement Center located at Columbine Federal Credit Union. Todd is available by appointment and offers all members free consultations. As a Certified Financial Planner Professional, Todd has the background and ability to help you navigate today’s complex financial world. Having worked with Credit Union members for the past several years, Todd is also very knowledgeable about the benefits and retirement programs available to Federal employees. Services available include:

  • 401(k)/TSP rollovers
  • Insurance planning
  • Investment planning
  • Tax-deferred annuities
  • Brokerage services
  • Asset Managed Accounts (through LPL Financial) and much more.

Contact Todd today by phone at 720-283-2359 or email him at

  • Securities and insurance products offered through LPL Financial, member FINRA / SIPC .
  • Not NCUA insured – No Credit Union Guarantee – May Lose Value.
  • The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of New Jersey, Texas and Colorado.