Broker Check
Todd Jeffcoat, CFA, CFP®

Todd Jeffcoat, CFA, CFP®

Financial Consultant

Todd has been providing financial guidance to members of Credit Union of Colorado since 2000. He has a Bachelor of Science degree in Business Administration with an Emphasis in Finance from the University of Northern Colorado, and maintains his Series 7, 24, and 66 securities licenses, as well as his life and long-term care insurance licenses, with LPL Financial.

In 2003, Todd earned his CERTIFIED FINANCIAL PLANNER™ professional designation, and his Chartered Financial Analyst® designation in 2015. He specializes in helping members plan and manage investments for long-term financial goals, such as retirement and college funding, by providing objective advice with integrity, competence, and respect.

Todd is a Colorado native and currently resides in Arvada. In his free time, he enjoys being with his family and exploring the outdoors.

1390 Logan Street
Denver, CO 80203
Office: 303.812.1908
Toll Free: 800.444.4816 ext. 71431

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.