WSECU Investment Services
Todd Shobert
Todd Shobert
As Vice President of WSECU Investment Services and of WSECU Insurance Services, I bring more than 34 years of sales, management and training experience to the table. I oversee the strategic and daily operations of our investment program, as well as our insurance program, which includes property and casualty, Long-Term Care and Medicare. My focus is on ensuring we provide personalized, competent service to help you set and work toward your financial goals.
I've worked in the financial industry my entire career, primarily with financial institutions. Positions I've held include financial consultant, internal wholesaler manager and regional investment sales manager. I graduated from Southern Oregon University with a bachelor's degree in political science and a minor in marketing. I hold Series 7, 24, 63 and 66 securities registrations through LPL Financial.
When we find the time, my wife, two sons and I love to travel. I'm also driven to give back to the community. One of my passions is serving on the nonprofit boards, including Community Foundation of South Puget Sound and the Child Care Action Council.
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Investments
Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Washington State Employees Credit Union (WSECU) and WSECU Investment Services are not registered as a broker-dealer. Registered representatives of LPL offer products and services using WSECU Investment Services and may also be employees of WSECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, WSECU or WSECU Investment Services, a registered investment advisor. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by NCUA or Any Other Government Agency
- Not Credit Union Guaranteed
- Not Credit Union Deposits or Obligations
- May Lose Value
WSECU Investment Services is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
WSECU and WSECU Investment Services are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.
NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.
Your 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.