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.

*The incentive will be paid by Kinecta Federal Credit Union and given to individuals who open or add to an existing non-qualified investment account with Kinecta Wealth Management between March 15, 2026 and May 31, 2026. A $100 Vanilla Visa® electronic gift card will be given for a transfer of $50,000.00 to $149,999.99, a $150 Vanilla Visa® electronic gift card will be given for a $150,000.00 to $249,999.99, and a $250 Vanilla Visa® electronic gift card will be given for a $250,000.00 or more transfer into a non-qualified investment account. Transfers to IRAs and other types of retirement accounts are not eligible for this incentive. 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 60 days after the account is funded. Offer expires May 31, 2026. Additional terms and conditions may apply. The value of the gift card may be subject to tax reporting. Member may receive a 1099 Form from Kinecta for the value of the gift card. Member is solely responsible for the payment of any applicable taxes. Please consult your tax professional.

The financial institution 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.