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Personal > Investments and Financial Planning

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Investments and Financial Planning

Find your financial true north with Del Norte Investment Services.

Complimentary Consultation

A helping hand for every stage of the climb

We understand that you have many financial dreams and goals such as buying a home, saving for your child’s college tuition and ensuring a secure retirement. The staff of Del Norte Investment Services work with you every step of the way in an effort to help you successfully reach the financial summits of your life.

The Del Norte Investment Services program is offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).*

Working with you to pursue every financial goal

All personal information is kept strictly confidential, as required by law. We strive to serve you with respect, trust and integrity to help improve your financial life.

  • Senior couple with small backpacks walk trail with view of lake

    Financial Management

    Understanding your day-to-day financial needs is the first step to creating a plan for a successful future.

  • Two social security cards sitting on top of investment document

    Retirement Planning

    Lay the groundwork for a stress-free retirement today with professionals that understand where you’re headed.

  • A glass jar of coins with the word education on label

    Education Planning & Funding

    The price of education demands smart choices and good preparation. Let’s get started today.

  • Woman holding tablet and pen reviews graphs on document

    Wealth Management

    Smart investors don’t sit on their lead. Take your investment strategy to the next level with us.

  • Young happy couple share laptop while sitting on couch

    Beginning Investing Strategies

    The first step is always the hardest. We’re here to help introduce you to the exciting world of investing.

  • A little girl sprays a water hose at a white SUV in her family's driveway

    Insurance Services

    Give yourself the peace of mind that you need and deserve with DNIS insurances services.

Meet the team

  • Scott Covey DNIS Financial Planner in Santa Fe

    Scott Covey

    Financial Professional

    Scott Covey has worked as a Financial Professional for 19 years — the past four years with Del Norte Investment Services. He has managed an office of financial professionals and currently maintains a Life, Accident & Health Insurance license and is FINRA Series 7, 24 and 66 registered with LPL Financial to sell securites. A former resident of New Orleans, he landed in Santa Fe after Hurricane Katrina accompanied by his pet cat, Pete. Scott attended Oklahoma City University on a baseball scholarship and loves to take week-long train trips around the United States.

    Check the background of this investment professional with FINRA’s BrokerCheck.

  • Cynthia Frederick Del Norte Investment Services Coordinator

    Cynthia Frederick

    Services Coordinator

    Cynthia works with Scott to ensure you have an excellent experience with us. Cynthia joined Del Norte Investment Services to grow her professional skills and to continue building relationships with our communities. A seeker of new and exciting challenges, she is eager to help Scott lead you on your path toward financial success. A native of Southern California, Cynthia, along with her husband, and two greyhounds, moved to New Mexico in 2019. Cynthia completed her B.A. in Communications from Cal State Fullerton and comes with 30 years of management experience. Her projects at home include raising chickens and pursuing her passion for photography.

Complimentary Consultation

Fill out the short form below for a complimentary consultation with our financial professionals.

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Set up your complimentary evaluation today

Set up an appointment today for your complimentary consultation with Mr. Scott Covey, Financial Professional, by phone at (505) 455-5461 or use the contact form to get started.

Contact Us

Disclosures

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

Legal Disclosure

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

The LPL Financial registered representative(s) 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.