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Tonya Harper

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone: 303-933-2067

Branches: Aurora City Place and Southwest

Tonya is a registered Executive Financial Advisor and has been in the financial service industry since 1994. Her licenses include Series 7, 24, 63, 65, and Life & Health.

Her primary goal is to educate clients and work together to identify their goals, values, and investment objectives. Understanding is what empowers her clients to move forward with their financial plan and stay focused on their longterm goals. Tonya's areas of experience include Retirement Planning, 401(k)** rollovers, and Insurance Planning. She has designed and executed educational investment seminars, and created and implemented retirement plans using mutual funds, managed money, and insurance products.

She has two grown children, son Casey, daughter Stephany, and two grandchildren, Donovan and Piper. Tonya not only believes in financial stability, but she also believes in physical agility and creating a balanced life. Tonya works out five days a week, and plays soccer, softball, tennis, and golf.  

 *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 customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 

This communication is strictly intended for individuals residing in the state(s) of AZ, CA and CO. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.