Investment & Retirement Center Located at Credit Union of Denver

Whether your 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 professionals of 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 for now or for retirement; 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:

Meet our Advisor!

Investment & Retirement Center Located atCredit Union of Denver Logo Headshot of Shelly Hertel. Shelley Hertel AAMS®, CRPC®

Financial Advisor

303.239.1179

Shelley.hertel@lpl.com

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

Specialties

  • Retirement & Financial Planning
  • Investment Portfolio Services
  • 401(k)/401(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.