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Routing # 307075259
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Investment & Retirement Center

Investment & Retirement Center Located at Credit Union of Denver

Whether your financial goals are simple or complex, to pursue them effectively you should have a personalized financial strategy.

We offer credit union members a dedicated wealth management professional to take a fresh look at your investment strategies. The Investment and Retirement Center located at Credit Union of Denver provides investment advice, asset management and insurance services through LPL Financial. We can assist with finding strategies that suit your investment needs, or work with you to design a personalized financial strategy for the life you want to live. It’s more than just planning, it’s about helping you gain a sense of financial independence – now and for the future.

To start your conversation about financial planning or to learn more about these and other investment options:

Request an Appointment 

Guided Wealth Advising with Guided Wealth Portfolios (GWP)

Just beginning your investment journey? Want to take the guesswork out of investing? Still want a live person when you need advice? If so, then Guided Wealth Advising, using GWP, may be right for you!

 Guided Wealth Portfolio

Meet Your Advisor!

Investment & Retirement Center Located at Credit Union of Denver

Shelley Hertel AAMS®, CRPC®

Financial Advisor  303.239.1179

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


  • Retirement & Financial Planning
  • Investment Portfolio Services
  • 401(k)/403(b)/TSP Rollover Services
  • Traditional / Roth IRAs
  • Tax-advantaged investing
  • Mutual Funds
  • Stocks and Bonds
  • Life Insurance & Long-Term Care
  • Annuities

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