Broker Check
Todd Dussex, CFP®

Todd Dussex, CFP®

Financial Consultant

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 PLANNER™ 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 strategy 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” 4 consecutive years 2012 - 2015, by 5280 Magazine and ColoradoBIZ Magazine.*

Services:

  • Financial and Retirement Planning
  • Wealth Management & Preservation
  • Retirement & IRA Distribution Planning
  • 401(k) Rollover Services
  • Insurance Reviews

Products:

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

 

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

3005 S. Parker Road #C-300
Aurora, CO 80014
Office: 303.283.4746
Fax: 303.369.0876
Email: todd.dussex@lpl.com
www.spaceagefcu.org


Investment & Retirement Center At
Denver Community Credit Union
1075 Acoma Street
Denver, CO 80204
Office: 303.283.4746
Fax: 303.369.0876
Email: todd.dussex@lpl.com 
www.denvercommunity.coop


Investment & Retirement Center located at
Columbine Federal Credit Union

4902 E. Dry Creek Road
Centennial, CO 80122
Office: 303.283.4746
Fax: 303.369.0876
Email: todd.dussex@lpl.com 
www.columbinefcu.com/dussex


Investment & Retirement Center at
Sooper Credit Union

5151 W. 60th Ave. 
Arvada, CO 80003 
Office: 303.283.4746
Fax: 303.369.0876
Email: todd.dussex@lpl.com 
www.soopercu.org

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.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 

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.