Skip to main content

Investment & Retirement Center

Personalized guidance to help you plan, invest, and prepare for retirement.

Credit Union of Denver members have access to a dedicated wealth management professional through our Investment & Retirement Center. We provide investment advice, asset management, and insurance services through LPL Financial, all in the trusted setting of your credit union.

Guided Wealth Advising

Simple Investing with Professional Support

Looking for an easier way to invest, but still want access to real guidance when you need it?
Guided Wealth Advising with Guided Wealth Portfolios (GWP) combines professionally managed portfolios with personalized support—so you don’t have to navigate investing on your own.

Guided Weath Portfolio

Investment & Retirement Center Located at Credit Union of Denver

Meet Your Advisor

Investment & Retirement Center at Credit Union of Denver

Shelley Hertel, AAMS®, CRPC®
Financial Advisor

📞 303.239.1179
✉️ Shelley.Hertel@lpl.com

Shelley works directly with C·U·D members to provide personalized investment guidance and financial planning support. Planning and management fees may apply.

Request an Appointment

Check the background of this investment professional on FINRA’s BrokerCheck.

Looking for Something Else?

Money Markets

A liquid, higher interest rate bearing
saving solution

Learn More

CDs & IRAs

Plan for your future savings

Learn More

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Western Wealth Management, a registered investment adviser and separate entity from LPL. Credit Union of Denver and Investment & Retirement Center Located at Credit Union of Denver are not registered as a broker-dealer or investment adviser. Registered Representatives of LPL offer products and services using Investment & Retirement Center Located at Credit Union of Denver, and may also be employees of Credit Union of Denver. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union of Denver or Investment & Retirement Center Located at Credit Union of Denver. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or any other government agency

No credit union guarantee

Not credit union deposits or obligations

May lose value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find Further Information and Disclosures Below:
Brochure Supplement , LPL CRS , WWM CRS , WWM ADV PART 2A FIRM BROCHURE , WWM PART 2A APPENDIX 1 , CU Short Form Disclosure