Aventa Credit Union has its own Financial Consultants, Robert Newman and Rebecca Bayless. They are representatives of LPL Financial, the nation's largest organization of independent financial advisors.
Robert and Rebecca have more than 46 years of experience helping people plan for the future. Whether you are interested in IRAs, Mutual Funds, Annuities, or Stocks, Bob and Rebecca can help you make the right investments for your future. They can explain the pros and cons of each option and offer guidance for your investments. Some of the products and services that are now available through our partnership are:
- Retirement Planning
- Investment Planning
- College Savings Plans (529)
- Life, Disability & Long-Term Care Insurance
- 403(b) and 401(k) rollovers
- Mutual Funds, Brokerage Services, Tax Deferred Annuities
Robert “Bob” Newman has been with LPL Financial since 2004. He has over 28 years of financial service experience, both as an Independent Financial Consultant and working with a number of credit unions in Colorado. He holds Master’s Degrees in both Business and Psychology.
Rebecca Bayless began working at LPL Financial in 2006. She has experience as a consultant on 401(k) plans and previously worked as a Supervisor at T. Rowe Price in both Retail and Qualified Retirement Plan Service Centers. She holds a Master’s Degree in Organizational Management and has over 18 years experience in the industry.
Robert J. Newman, MBA, CLU®, ChFC®
1951 E. Nichols Drive | Centennial, CO 80122
Office: 303.794.1308 | Fax: 303.738.9677
2735 Dublin Blvd., | Colorado Springs, CO 80918
Office: 719.749.6219 | Fax: 719.266.8754
Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Wealth Management Services at Aventa Credit Union deposits and are not NCUA insured. These products are not obligations of the Wealth Management Services at Aventa Credit Union and are not endorsed, recommended or guaranteed by Wealth Management Services at Aventa Credit Union or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.