Kinecta Federal Credit Union Moves its Wealth Management Program to Ameriprise Financial
Ameriprise Financial (NYSE: AMP) today announced Kinecta Federal Credit Union, a member-owned financial institution, will transition the support of Kinecta Wealth Management from LPL Financial to the Ameriprise Financial Institutions Group (AFIG).
- Ameriprise Financial (NYSE: AMP) today announced Kinecta Federal Credit Union, a member-owned financial institution, will transition the support of Kinecta Wealth Management from LPL Financial to the Ameriprise Financial Institutions Group (AFIG).
- Kinecta Wealth Management includes approximately 20 financial advisors with more than $2 billion in assets with offices in California and New York.
- “Our new partnership with Ameriprise Financial allows us to offer an elevated level of service backed by powerful digital tools and technology to help our clients achieve their goals with greater confidence,” said Donna McNeely, President of Kinecta Financial Management Company.
- “The team at Kinecta is deeply rooted and well respected in the communities they serve – and they saw an opportunity to make an even bigger impact on clients’ lives in partnership with Ameriprise,” said Jay McAnelly, Group Vice President, Ameriprise Financial Institutions Group.