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Investments and Financial Planning

Our History of Being a Financial Partner

Maps Investments a financial advisory practice of Ameriprise Financial Services, LLC and has been partnering with clients on their financial planning, investment management, and insurance strategies since 1995. Although the financial advisors, technology, and platforms that we use have changed, one thing has always remained the same…our focus on helping clients make prudent decisions as they navigate the challenges of their unique situations.

Kyle King, CRPC®, APMA®

Financial Advisor

K. King

CA Insurance #4305292

Chad Wright

Financial Advisor

David Budd, CFP®

Program Manager

Alex McCormick

Client Service Associate

Our Approach

Discovery 

Before we can make recommendations on how to deploy assets we first start by understanding your situation and what you are working towards. Our collaborative process helps ensure that we are on the same page regarding your goals and expectations.

Development of a Plan

As we begin our financial journey together, we will map out a course and cultivate a plan. Typically, this involves financial planning software which enables us to showcase multiple options and discuss the impact of different strategies over time.

Implementation

Once we have agreed on the plan and strategy, we’ll partner with you to implement those strategies. Along the way, we’ll provide education and answer questions. We will always provide you with transparency regarding costs and conflicts of interest. If your strategies require additional professionals, we’ll connect you with the expert for the job or work with your current team.

Ongoing

Depending on your situation and the strategy, you may be served with a one-time set-up and implementation. Or, we may recommend an ongoing relationship with scheduled reviews throughout each year. These relationships can last for generations. As we develop a plan, we will outline an approach and provide whatever makes the most sense for you and your situation.

We Help Clients Plan and Manage Their:

  • Financial Plan 
  • Retirement
  • Education Funding
  • Investments 
  • Risk and Protection 
  • Life and Long-Term Care Insurance
  • Legacy, Trust and Estate Planning Strategies
  • Medicare
  • PERS 

Our Relationship with Ameriprise Financial

Maps Investments is a financial advisory practice of Ameriprise Financial Services, LLC. Financial advisors are dual employees of Maps Credit Union and Ameriprise Financial, but we use Maps Investments to distinguish between the Credit Union and Ameriprise Financial. When you see Maps Investments, that means the products and services offered are through Ameriprise Financial by us, your Maps Investments financial advisors. This relationship allows us to have a dedicated relationship with our members while utilizing the vast resources and technology of Ameriprise Financial.

Maps Credit Union shares a partnership with Ameriprise Financial along with a revenue-sharing agreement. Maps Investments provides financial planning services and solutions to our clients through Ameriprise Financial. Further details of this agreement and our relationship can be found in the disclosures below.

About Ameriprise Financial

We switched to a partnership with Ameriprise Financial in 2023 because of their vast resources, their commitment to financial planning, and their partnership with other financial institutions like ours. Ameriprise Financial has remained true to its vision of putting its clients’ interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business, and institutional clients1, with more than $1 trillion in assets under management and administration2. 

1 Company Report 
2 Company data, as of Q4 2023

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.

Ameriprise Financial cannot guarantee future financial results. 

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change. 

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise 
Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses. 

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 

The financial institution and Ameriprise Financial, Inc. are not affiliated. 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. 
© 2023 Ameriprise Financial, Inc. All rights reserved. 

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