SAC FCU Wealth Management
Investments • Insurance • Retirement Planning
The role of LPL Financial Advisors at SAC FCU Wealth Management is to assist individuals, families, and business owners with their financial concerns, goals, and dreams. The SAC FCU Wealth Management team does this through a holistic and comprehensive financial plan, based upon needs, goals, and tolerance for risk.
Beverly L. Hobbs, AAMS®
LPL Financial Advisor
Beverly L. Hobbs holds a FINRA Series 7 & 66 registration with LPL Financial and a Bachelor's in Accounting. She is also Life Insurance Licensed in both Iowa and Nebraska. Hobbs has over 15 years of experience in the financial industry. Her past experience includes roles as Independent Advisor for First Command Financial Planning, as well as a broker at Fidelity Investments and TD Ameritrade.
- Investment Planning
- Insurance Planning
- Retirement Planning
- Estate Planning
- Financial Planning
SAC Federal Credit Union and SAC FCU Wealth Management are not registered brokers/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Iowa, Nebraska.
The investment products sold through LPL Financial are not insured SAC Federal Credit Union deposits and are not NCUA insured. These products are not obligations of SAC Federal Credit Union and are not endorsed, recommended or guaranteed by SAC Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.