Broker Check
Todd Dussex, CFP®LPL Financial

Todd Dussex, CFP®
LPL Financial

Financial Consultant

Todd A. Dussex, CFP®, has been serving credit union members for over 30 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 has been recognized as one of Denver’s “5 Star Wealth Managers” for 7 consecutive years (2012 – 2019) 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

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

Todd is married and enjoys camping with his family, the great outdoors and classic cars.

 

Office: 303.283.4746
Fax: 303.369.0876
Email: todd.dussex@lpl.com

*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. 

Todd Dussex, Colorado Financial Partners and LPL Financial are not endorsed by or affiliated with the federal government. The securities products and services offered through LPL FInancial are not being provided or offered on behalf of the Federal government. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. The Credit Union is not registered as a broker-dealer or investment advisor. Products and services are being offered through LPL or its affiliates which are separate entities from, and not affiliates of the Credit Union. Securities and insurance offered through LPL or its affiliates are: