Tommy Breen, Associate Financial Advisor

Tommy Breen

Associate Financial Advisor
As an Associate Financial Advisor of the Affinity Plus Investment Center I have the privilege of working with our members in helping them set and obtain their financial goals. We work together in developing a financial plan along with educating the members on their investment options specific to their needs.

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Contact Tommy

(651) 312-9367
Roseville

Business Experience

2021 to present: Associate Financial Advisor, Affinity Plus
2019 – 2021: Regional Vice President, Western & Southern
2016 – 2019: Internal Wholesaler/Retirement Consultant, Western & Southern

Education

 

Qualifications

  • FINRA registered to sell securities
  • Life and Health Insurance licensed

Investment Center Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. 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

The LPL Financial registered representative(s) 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.

FR-3723808.1-0821-0923