Investment Services Appointment Request - Wheelhouse Credit Union

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TAP YOUR WAY TO 3.00% APY*. * APY = Annual Percentage Yield.

* APY = Annual Percentage Yield. Rates effective as of 01/31/2025 and are subject to change without notice.

To receive the APY of 3.00%, you must make a minimum of 20 qualifying purchase transactions using your Wheelhouse® Visa® debit card associated with an Inspired Checking account per calendar month and/or maintain an average daily balance of $75,000 or higher. No minimum balance is required to earn dividends. Inspired Checking is a variable rate account. Fees could reduce earnings on the account. Inspired Checking requires the following within 90 days of account opening: initial minimum deposit of $10, at least $450 in recurring monthly direct deposits, active digital banking registration, and enrollment in eStatements. If requirements are not met and maintained, the account will be converted to a Basic Checking account, which may be subject to different terms, conditions, and restrictions.

Other terms and conditions may apply. Federally insured by NCUA. Membership required.

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Wheelhouse Investment Services

Schedule a No-Obligation In‑Person or Telephone Meeting

Carlos Carillo

Carlos Carrillo

LPL Financial Advisor
CA Insurance Lic. #0805467
Check the background of the investment professional on FINRA’s BrokerCheck.

Carlos Carillo is a registered representative with, and 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. Wheelhouse Credit Union and Wheelhouse Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wheelhouse Investment Services, and may also be employees of Wheelhouse Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wheelhouse Credit Union or Wheelhouse Investment Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Wheelhouse Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Wheelhouse Credit Union for these referrals. This creates an incentive for Wheelhouse Credit Union to make these referrals, resulting in a conflict of interest. Wheelhouse Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

You are leaving Wheelhouse® Credit Union’s website. Links that may be accessed via this site are for the convenience of informational purposes only. Any products and services accessed through this link are not provided or guaranteed by Wheelhouse® Credit Union. The site you are about to visit may have a privacy policy that is different than Wheelhouse® Credit Union’s. Please review their privacy policy. Wheelhouse® Credit Union does not endorse the content contained in these sites, nor the organizations publishing those sites, and hereby disclaims any responsibility for such content.