Investments

Canvas Advisors can help you achieve your financial goals by providing additional information about these investment and retirement products. They can assist you with any questions you may have.

Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

DARCIE CONKLIN

Call 303-639-2477 for a no-cost, no-obligation appointment with one of our three Financial Advisors.

Financial Services Coordinator

Email darcie.conklin@cunamutual.com
Call 303-639-2477

Meet Our Financial Advisors

Laraine Dickerson, CFP^®

Financial Advisor

Canvas Evans Branch
7055 E Evans Ave
Denver, CO
laraine.dickerson@cunamutual.com
303-518-9673
Check the background of Laraine Dickerson on BrokerCheck^® by FINRA

Stephanie Leatherman

Financial Advisor

Canvas Boardwalk Branch
700 Whalers Way
Fort Collins, CO
stephanie.leatherman@cunamutual.com
970-416-5279
Check the background of Stephanie Leatherman on BrokerCheck^® by FINRA

Aaron J. Haugland

Financial Advisor

Canvas Littleton Branch
5944 S. Kipling Street
Littleton, CO
aaron.haugland@cunamutual.com
303-639-2255
Check the background of Aaron J. Haugland on BrokerCheck^® by FINRA

FINANCIAL PLANNING

Financial planning offers a comprehensive evaluation of your current and future financial state, whether you’re in college, building a family, ready to retire, or retired now.

RETIREMENT PLANNING

Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing a savings program, and managing assets.

COLLEGE PLANNING

Educational planning is the process of financially preparing for post-secondary education. An advisor can help you create an educational plan that will provide a map of you or your children’s future education and career goals.

TRUST & ESTATE CONSERVATION*

An advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.

*Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion regarding estate planning, please consult your attorney.
Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-2447392.1-0319-0423
Want to view all the fine print, visit our Disclosures web page.