Is it time to start planning for your future?
Aventa Credit Union has its own Wealth Managers, 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) Services
- 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 of both Retail Investment and Qualified Retirement Plan Service Centers. She holds a Master’s Degree in Organizational Management and has over 18 years experience in the industry.
Meet with our Financial Consultants for a FREE consultation.
Robert J. Newman, MBA, CLU®, ChFC®
Rebecca E. Bayless, MSM
*As reported by Financial Planning magazine June 1996-2016, based on total revenue.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Wealth Management Services at Aventa Credit Union is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, NV
|Not NCUA Insured||No Credit Union Guarantee||May Lose Value|