Daniel J Urquidi II
Financial Advisor
CUSO Financial Services, L.P.
at Air Academy Federal Credit Union
Email: Daniel.Urquidi@cusonet.com
Phone: 719-592-1037 ext. 1037 (direct)
Check the background of this investment professional on FINRA BrokerCheck
Daniel Urquidi is a financial advisor registered with CUSO Financial Services, L.P. (Member of FINRA/SIPC) with over 10 years in the financial services industry. Two years ago, 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 helping them create a plan that fits their needs. Daniel has lived in Colorado Springs for the last 15 years and enjoys spending his free time outdoors – mountain biking, snowboarding, or playing (and coaching) baseball. He also enjoys working on his golf game!
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*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.
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Past performance does not guarantee future results.