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

Affinity Plus Investment Center professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3723808.1-0821-0923