Investment Services Appointment Request - Wheelhouse Credit Union

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5.25 APY Certificate

*APY = Annual Percentage Yield. Rates are effective as of 09/15/2023 and are subject to change without notice. All new money required 11-month Certificate promotion with a minimum opening balance of $500 and a maximum deposit of $500,000. Upon maturing, a promotional 11-month Certificate will roll into a non-promotional 12-month Certificate. Your Certificate will automatically renew at maturity for the same time period as the original term at the prevailing rate. The rate contracted for Certificates remains in effect for the entire term of the Certificate. The APY for Certificates assumes principal and dividends paid quarterly remain on deposit until maturity. If the dividends are withdrawn prior to maturity, the APY will be lower. Dividends withdrawn from IRA may be considered a taxable distribution. Please consult a tax advisor. A penalty may be imposed for withdrawals made before maturity. Fees could reduce earnings on the account. Minimum daily balances must be maintained to earn dividends and avoid closure. See your account disclosure for full details. Membership is required. Federally insured by NCUA. ©2023 Wheelhouse Credit Union

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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.