What’s your retirement number?
We’ll help you find it.
Receive up to $2501 when new money is transferred into an investment account with Kinecta Wealth Management.
$100
Gift card will be given for a transfer of $50,000 to $149,999
$150
Gift card will be given for a transfer of $150,000 to $249,999
$250
Gift card will be given for a transfer of $250,000 or more
Are you on the right track?
Our financial advisors will help build your retirement plan and an investment strategy based on your goals.
Partner with a Kinecta Wealth Management Financial Advisor today to get an extra incentive.1
1The incentive will be paid by Kinecta Federal Credit Union and given to individuals who open an investment relationship with Kinecta Wealth Management between February 17, 2025 and April 18, 2025. A $100 Vanilla Visa® electronic gift card will be given for a transfer of $50,000.00 to $149,999.00, a $150 Vanilla Visa® electronic gift card will be given for a $150,000.00 to $249,999.00 transfer, and a $250 Vanilla Visa® electronic 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. Visa is a registered trademark of Visa, U.S.A. Inc. Void where prohibited. A gift card will be awarded no later than 45 days after the account is funded. Offer expires April 18, 2025. Additional terms and conditions may apply. The 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. We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Not FDIC or NCUA Insured
No Financial Institution Guaranteed
May Lose Value
Kinecta Federal Credit Union and Ameriprise Financial, Inc. are not affiliated.
Kinecta Wealth Management is a financial advisory practice of Ameriprise Financial Services, LLC.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.