Kinecta is offering up to $250* when new money is transferred into an investment account with Kinecta Wealth Management.
Our financial advisors will help build your retirement plan and an investment strategy based on your goals.
$100
Mastercard® Gift Card will be given for a transfer of $50,000 to $149,999.
$150
Mastercard® Gift Card will be given for a transfer of $150,000 to $249,999.
$250
Mastercard® Gift Card will be given for a transfer of $250,000 or more.
Powerful tools and resources to help design a customized financial strategy that strives to grow wealth, generate income, and leave a legacy for future generations.
These are the channels our Wealth Management advisors may employ to help you achieve your dreams.
Retirement Income Planning
Investments
Financial Planning
Life & Long-Term Care Insurance
Trust & Estate Planning
Tax Strategies
Get Started Today! Meet a Financial Advisor and see how we can help you.
*The incentive will be paid by Kinecta Federal Credit Union and given to individuals who open an investment relationship with Kinecta Wealth Management between February 15, 2024 and May 15, 2024. A $100 Mastercard® Gift Card will be given for a transfer of $50,000.00 to $149,999.00, a $150. Mastercard Gift Card will be given for a $150,000.00 to $249,999.00 transfer, and a $250 Mastercard Gift Card will be given for a $250,000.00 or more transfer into a new account. A non-refundable transfer fee may apply if moving funds from another investment firm. This offer is non-transferable. Limit of one gift card per client. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Void where prohibited. A gift card will be awarded no later than 45 days after the account is funded. Offer expires May 15, 2024. Additional terms and conditions may apply.
Bonus may be subject to IRA tax reporting. Member may receive a 1099 Form from Kinecta for the Bonus. Member is solely responsible for the payment of any applicable taxes. Please consult your tax professional.
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. Kinecta Federal Credit Union and Kinecta Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kinecta Wealth Management and are employees of Kinecta Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kinecta Federal Credit Union or Kinecta Wealth Management. Certain fixed insurance products may also be offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union. Securities and insurance offered through LPL or its affiliates and fixed insurance products offered through Kinecta Financial & Insurance Services are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |