SAC FCU Wealth Management

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, LPL Financial Advisor

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.

In her spare time, Beverly enjoys spending time with her husband Bill, traveling, and cooking, especially trying out new recipes.

Ryan J. Shaughnessy, LPL Financial Advisor

Ryan J. Shaughnessy,
LUTCF®, CLTC

LPL Financial Advisor

Since 2003, Ryan Shaughnessy has had the privilege of assisting individuals, families, and businesses in the areas of investments, insurances, and retirement planning. Shaughnessy graduated from Oral Roberts University with a Bachelor's of Science degree with a concentration in Business finance. Shaughnessy holds his FINRA Series 7, 63, 65, life and health licenses in Nebraska and Iowa; and also has the Life Underwriter Training Council Fellow (LUTCF®) designation through the American College and Certified in Long Term Care (CLTC) designation.

In his spare time, Ryan enjoys spending time with his wife, Michelle, and three children outside, whether at a park, lake, ocean, or in their backyard, and occasionally watching a sporting event.

Services

  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • Estate Planning
  • Financial Planning

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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.