LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. The LPL Financial advisors who serve Climb Credit Union members have extensive experience guiding credit union members. During your initial complimentary consultation, you'll discuss your investment goals.
Dallas Grabow is a CERTIFIED FINANCIAL PLANNER® and has helped clients reach their financial goals since 2012. Before that, he graduated from Colorado Mesa University with a Master's in Business Administration. Dallas also holds advanced certifications in Connect for Health Colorado (Colorado’s Health Exchange), Medicare insurance company certifications, as well as property and casualty licenses. Dallas has successfully worked with many individuals and groups, including those on Medicare, Colorado state employees & K-12 educators, small business owners, families, and retired military.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Climb Credit Union and Climb Advisors are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Climb Advisors, and may also be employees of Climb Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Climb Credit Union or Climb Advisors. Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union | May Lose Value |
Manage your accounts worldwide with free Online and Mobile Banking* and free eStatements. In the U.S., funds are accessible at nearly 30,000 fee-free CO-OP ATMs and over 5,600 CO-OP Shared Branch locations.
