Todd Dussex, CFP® | Financial Consultant

Investment & Retirement Center At Space Age Federal Credit Union
Mailing Address:

2495 South Havana #F18
Aurora, CO 80014
Office: 303-283-4746
Fax: 303-369-0876
Email: todd.dussex@lpl.com
Website: www.spaceagefcu.org

Investment & Retirement Center At Denver Community Credit Union
1075 Acoma Street
Denver, CO 80204
Office: 303-573-1170 x789
Fax: 303-369-0876
Email: todd.dussex@lpl.com
Website: www.denvercommunity.coop

Investment & Retirement Center located at Columbine Federal Credit Union
2805 E. Arapahoe Road, Suite 284
Centennial, CO 80122

7800 E. Union Avenue, Suite 110
Denver, CO 80287
Office: 720-288-2859
Fax: 303-795-7751
Email: todd.dussex@lpl.com
Website: www.columbinefcu.com/dussex

Todd A. Dussex, CFP®, has been serving credit union members for over 23 years. Todd completed the College for Financial Planning program to earn the Certified Financial Planner designation, accredited by the Certified Financial Planner Board of Standards. As a CERTIFIED FINANCIAL PLANNERTM Professional, Todd is prepared to discuss all of your financial requirements specific to your particular situation. Todd provides custom service as he does not feel one size fits all. So whether you are an aggressive growth investor, or someone seeking to preserve your capital, Todd can deliver a solution tailored to you in a no pressure, friendly manner.

Todd also has extensive knowledge of the Federal Government Employees benefits package, having served numerous government employees over the last several years and conducting Federal Employee Benefits Workshops through various Agencies around the Denver area.

Todd was recognized as one of Denver’s “5 Star Wealth Manager’s” three consecutive years in 2009 through 2012, by 5280 Magazine and ColoradoBIZ Magazine.*

Services:

  • Financial and Retirement Planning
  • Wealth Building & Preservation
  • Retirement & IRA Distribution Planning
  • 401(k) Rollovers
  • Insurance Reviews

Products:

  • Mutual Funds
  • Individual Stocks & Bonds
  • Tax-deferred Annuities
  • Alternative Investments
  • Traditional & Roth IRAs
  • Life Insurance

Todd offers a complete menu of services and invites you to contact him for a free, no obligation consultation! It doesn’t matter if you work or are retired from the private sector or the Federal Government, Todd can assist you with all of your personal financial issues.

*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.

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