Investments
A MEMBERS™ Financial Services advisor located at Canvas Credit Union 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.
Brought to you by the MEMBERS™ Financial Services program located at Canvas Credit Union.
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
- Canvas Littleton Branch
5944 S. Kipling Street
Littleton, CO - aaron.haugland@cunamutual.com
- 303-639-2255
- View Aaron J. Haugland on BrokerCheck® by FINRA
- Canvas Evans Branch
7055 E Evans Ave
Denver, CO - laraine.dickerson@cunamutual.com
- 303-639-2720
- View Laraine Dickerson on BrokerCheck® by FINRA
- Canvas Boardwalk Branch
700 Whalers Way
Fort Collins, CO - stephanie.leatherman@cunamutual.com
- 970-416-5279
- View Stephanie Leatherman 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.
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please
consult a tax professional. For legal questions, please consult your attorney.
MEMBERS™ Financial 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. 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-2202799.1-0818-0922
Want to view all the fine print, visit our Disclosures web page.