Golden 1 Investment Services Manager Dick Lohmeyer has been working in the financial services industry more than 26 years — the past 19 years with The Golden 1. In his management capacity, he is the Branch Office Manager and Office of Supervisory Jurisdiction for LPL Financial, the broker/dealer and insurance brokerage for the credit union’s retail investment and insurance program. Dick Lohmeyer was one of the original advisors of the Investment Services program at The Golden 1 and through his commitment has helped the program grow significantly, with current assets under management or administration totaling $357 million.

Dick holds Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63 and 65 securities licenses in addition to being licensed by the California Department of Insurance as a Life Agent. In 1990, he obtained his Certified Financial Planner™ (CFP) designation from the Certified Financial Planner Board of Standards, Inc. after successfully completing the course study and examinations through the College of Financial Planning.® He has served on the Sacramento Lions Club and is a former board director with the Northern California chapter of the Financial Planning Association.®

Dick operates on the principle that sound financial decisions are an important part of everyone’s life at any age, whether it’s investing for a child’s college education, a down payment on a home, or both pre and post-retirement planning.