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Important Notices

On Tuesday, December 24 - All branch locations and contact center will close at noon.
On Wednesday, December 25 - All branch locations and contact center will be closed. 

In the event of a government shutdown, we are ready to help affected members. Learn More.

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Routing Number: 307070021
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Routing Number: 307070021

Financial Advisors

 

Daniel Urquidi
Daniel Urquidi
CFS Financial Advisor
Direct: 719.592.1037

Daniel Urquidi is a financial advisor registered with CUSO Financial Services, L.P. 1 (Member FINRA / SIPC) and has worked in the financial services industry since 2010. In 2019, he transitioned from the banking world to work as a financial advisor. He is passionate about helping clients understand their retirement options and takes a holistic approach to help them create a plan that fits their needs.

Daniel has lived in Colorado Springs since 2005 and enjoys spending his free time outdoors - mountain biking, snowboarding, or playing (and coaching) baseball. He also enjoys working on his golf game!

Learn More ways an advisor can help you learn and understand your financial health. 

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Ryan Chapman
Ryan Chapman
CFS Financial Advisor
Direct: 719.268.2532

Ryan Chapman is a financial advisor registered with CUSO Financial Services, L.P. 1  (Member FINRA / SIPC) and has recently begun his career in the financial services industry. In 2023, he completed his undergraduate degree in Finance at the University of Colorado Boulder. In the following year, he completed his Master’s degree in Finance at CU Boulder as well. He takes a relationship-driven approach to helping people grow and manage their money and uses his technical background to find great and unique opportunities in the market.

Ryan is a Colorado native and a big fan of local sports teams, especially the Denver Nuggets. In his free time, he enjoys playing basketball, hiking in the mountains, and watching sports.

Learn More ways an advisor can help you learn and understand your financial health. 

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

 
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Disclosures

1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Responses to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in their website is the U.S. residents only and does not constitute an offer to sell, or solicitation of an offer to purchase brokerage services to persons outside of the United States.