WSECU Investment Management
Todd Shobert
Todd Shobert
As Vice President of WSECU Investment Management 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 offered through LPL Financial member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU Investment Management 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 Management are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives 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.
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.