SAC FCU Wealth Management

SAC FCU Wealth Management

SAC FCU Wealth Management offers you experience, guidance, and personal attention, helping you pursue your financial goals.

Beverly L. Hobbs, LPL Financial Advisor

Beverly L. Hobbs, AAMS®

LPL Financial Advisor

Beverly Hobbs' role as LPL Financial Advisor at SAC FCU Wealth Management is to assist you with your short and long term goals, including budgeting, education, retirement, and investment planning. Hobbs does this through a comprehensive financial plan based upon your individual needs, goals, and tolerance for risk.

Hobbs holds a FINRA 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 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.

Services

  • Financial Planning
  • Education Planning
  • Retirement Planning
  • Investment Planning
  • Asset Allocation

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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.

Securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

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.