Rest Confident, Your Money is Safe and Secure at Kirtland Credit Union, a message from our President & CEO. Learn More

We have engaged FORVIS, LLP (Attn: Jeff Rosno, 1801 California Street , Ste. 2900, Denver, CO 80202) to perform member verifications. Kindly compare the balance of your accounts on your December 2022 statement WITH YOUR RECORDS. If balances do not agree, please address your discrepancies directly to FORVIS, LLP. Include your name, truncated account number, and an explanation of the difference noted.  A reply is not considered necessary unless a difference is noted.

All Kirtland CU branches and locations will be closed on Monday, January 20th in observance of Martin Luther King Jr. Day.
FRAUD ALERT: Have you received a text message asking to verify a fraudulent transaction? Do not click on that link or call the phone number on your text message. Scammers are using a variety of messages and techniques to gain access to your account. Learn how to protect yourself on our Fraud Awareness and Prevention Center.

If you may experience financial hardship related to the government shutdown, we’re here to help. Call 1.800.880.5328 or visit one of our branch locations for more information.

ROUTING NUMBER: 307070050

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retirement planning
Lay the foundation now for the retirement you deserve.
EXPLORE RETIREMENT OPTIONS
paying for college
If college is in your child’s future, Kirtland Financial Services can help.
EXPLORE EDUCATION OPTIONS
Life's journey
Learn how to invest for every stage of life.
Explore Investment Options
asset protection
Protect what matters most.
EXPLORE INSURANCE AND ESTATE OPTIONS

What's Your Dream?

No matter what’s important to you, Kirtland Financial Services can help you work toward your goals and preserve your wealth.

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Retirement

Whether you’re 30 years away, or three years away, discuss your options for retiring on schedule and with the lifestyle you’ve envisioned.

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Education

Of all the plans you make for your child, saving for a college education is among the biggest and most life-changing. Find out the best way to save and invest for your child’s future.

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life changes

When is the right time for financial and investment advice? Any time your situation changes! Marriage, divorce, birth of a child, job change, or retirement.

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Asset Protection

Learn your options for protecting your wealth and assets with insurance and sound planning.

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Our Wealth Management Advisors are here for you. And your initial consultation is free!

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Our Commitment

It’s personal and comprehensive. No matter your dream, the Wealth Management Advisors at Kirtland Financial Services promise to work closely with you and your family to provide individualized, collaborative, and professional guidance for all your financial planning needs. 

Every service we offer, every conversation we have, and every handshake we share is about helping you work toward your goals.

Our Principle

Our approach revolves around the fundamental belief that financial planning should be customized to suit your needs, backed by thorough research, data-driven guidance, and a team of knowledgeable and experienced professionals.

Our Process

Start with a FREE one-hour consultation so we can understand and evaluate your personal goals and situation. Our Advisors use dynamic technology and a disciplined planning process to develop a customized plan that can help you work toward achieving your financial goals.

Our Team

With personalized service and comprehensive strategies, the Wealth Management Advisors and staff of Kirtland Financial Services are ready to partner with you during your financial planning journey.

Meet The Kirtland Financial Services Team
Our Commitment
It’s personal and comprehensive. No matter your dream, the Wealth Management Advisors at Kirtland Financial Services promise to work closely with you and your family to provide individualized, objective, and trusted guidance for all your financial planning needs. Every service we offer, every conversation we have, and every handshake we share is about helping you work toward your goals.
Our Principle
We operate on the simple principle that financial planning should be tailored to you and backed by research, data-driven advice and unbeatable levels of service.
Our Process
Start with a FREE one-hour consultation so we can understand and evaluate your personal goals and situation. Our Advisors use dynamic technology and a disciplined planning process to develop a customized plan that can help you work toward achieving your financial goals.

The Kirtland Financial Services Team

Todd Trevino, CRPC®

Senior Vice President – Wealth Management

The leader of the respected Kirtland Financial Services team and an experienced Wealth Management Advisor, Todd specializes in comprehensive wealth planning and investment management.

Fred Quesada

Wealth Management Advisor

Fred brings more than 10 years of experience in the securities industry and prides himself on helping his clients and their families navigate their financial journey.

Linda Lee

LPL Registered Administrative Assistant

With more than 30 years of experience in the securities industry, Linda knows that no two financial journeys look the same. She enjoys building a relationship with clients and helping each of them plan the path that’s best for their situation.

Gail Wisniewski

Client Services Associate

Gail is the organizational heartbeat of Kirtland Financial Services. Call to schedule your appointment or ask a question, and Gail will put her more than 30 years of knowledge of the financial industry to work for you.

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. Kirtland Federal Credit Union and Kirtland Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kirtland Financial Services, and may also be employees of Kirtland Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kirtland Federal Credit Union or Kirtland Financial Services. Securities and insurances offered through LPL or its affiliates are:

Not NCUA Insured or Any Other Government  | No Credit Union Guaranteed | 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.

Kirtland Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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CRPC®️ conferred by College for Financial Planning.

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Routing Number: 307070050

6440 Gibson Blvd. SE, Albuquerque, NM 87108

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Fraud Awareness & Prevention

Have questions about fraud, scams, or identity theft? We have FAQs, resources, and more to help, all in one place.

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