The relationship we develop with each client starts at our first meeting, where we identify your needs, risk tolerance and objectives. Using client-specific financial analysis and investment research, we design our services to help manage your financial well-being for the long term. As your investment managers, we are dedicated to delivering advice in a manner that is both confidential and consist
ent with your needs. Our services are designed to provide the guidance you need to make informed decisions, giving you more time to enjoy your financial achievements. Tim Moomey specializes in retirement, estate, and comprehensive investment and financial planning services for clients. A passion of Tim's is assisting people with Social Security planning with the goal of maximizing their benefits. Tim helped form and start the FSB Investment Center (formerly FNB) in 1992. He has more than 40 years of experience in the financial services and insurance industries. Tim holds multiple industry registrations (Series 6, 7, and 63, held through LPL Financial) along with life, health, long term care, variable life and variable annuity licenses. He holds the Certified Financial Planner™ (CFP®) professional designation. Ben Loberg specializes in retirement, estate, and comprehensive investment and financial planning services for clients. Ben joined FSB Investment Center in January of 2016 coming from commercial banking/lending. He has more than 7 years of experience in the financial services industry. Ben holds Series 7 and 66 industry registrations through LPL Financial, along with life, health, long term care, variable life and variable annuity licenses. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC; www.finra.org, www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. First State Bank and FSB Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FSB Investment Center and may also be employees of First State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank or FSB Investment Center. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
Tim Moomey is licensed to discuss/offer insurance in NE and KS. Tim Moomey is licensed to discuss/offer securities in AZ, AR, CA, CO, IA, ID, KS, ME, MD, MA, NE, TX, UT, VA, WI, WY, and AE. Ben Loberg is licensed to discuss/offer insurance in NE and KS. Ben Loberg is licensed to discuss/offer securities in NE, KS, IA and WI. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.