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Investment Center

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Investment Center Located at Delta County FCU

Delta County Federal Credit Union offers many options for members wishing to save for the future. For those needing guidance on more complex investment options, your Credit Union provides a convenient location to meet with a representative of LPL Financial.

LPL Financial was established in 1989 with the idea of helping Financial Advisors establish successful businesses through which they could offer independent financial assistance and advice. Today, LPL Financial is one of the nation's leading diversified financial service companies and the largest independent broker/dealer in the nation. * LPL Financial provides its Financial Advisors with the required tools to offer the highest quality of independent investment advice.

Each LPL Financial Advisor is committed to helping with your financial goals, not on product quotas and sales goals. LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:

  • Mutual Funds
  • Comprehensive asset management accounts
  • Variable and fixed annuities
  • Individual stocks and bonds
  • Estate, college, business, tax, and retirement planning
  • Life Insurance
  • Disability Insurance
  • Long-Term Care
  • Domestic and foreign securities
  • Alternative investments
  • Trust services**

Delta County Federal Credit Union's on call LPL Financial Advisors are Dallas M. Grabow, MBA, CFP® and Zach Bryant. Dallas received his bachelors from the University of North Carolina at Wilmington and his Master of Business Administration from Mesa State College. Dallas started his career in the financial services industry in 1997. Zach Bryant received his bachelor’s in finance from Colorado Mesa University and has been in the industry since 2017. As a CERTIFIED FINANCIAL PLANNER™, Dallas works with individual clients and small to medium sized businesses, specializing in comprehensive financial planning used to produce sound and custom investment strategies. Together they strive to provide excellent customer service through long term relationships with exceptional attention to detail.

Dallas
Dallas M. Grabow, MBA, CFP®
(970) 874-7674 Tuesdays
(970) 255-8240 Other weekdays

contact zach
Zach Bryant
(970) 497-5342 Mon, Weds, Fri
(970) 874-7674 Tues, Thurs

To log into your LPL Financial account please click here

finra logo

Securities and investment advice are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC) and registered investment adviser. Insurance products are offered through LPL or its licensed affiliates. Delta County Federal Credit Union and Investment Center Located at Delta County Federal Credit Union are not registered as a brokerdealer or investment adviser. Registered Representatives of LPL offer products and services using Investment Center Located at Delta County Federal Credit Union and may also be employees of Delta County Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Delta County Federal Credit Union or Investment Center Located at Delta County Federal Credit Union. Securities and insurance offered through LPL or its affiliates are

Not Insured by NCUA or Any Other
Government Agency
No Credit Union
Guarantee
Not Credit Union
Deposits or Obligations
May Lose
Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

*Based on total revenues, Financial Planning magazine, June 1996-2012.

**LPL Financial representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of Colorado.

The Financial Industry Regulatory Authority (FINRA) website can be viewed by clicking here.

Securities Investor Protection Corporation (SIPC) website can be views by clicking here.

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