Asset Protection - Kirtland Credit Union

Rest Confident, Your Money is Safe and Secure at Kirtland Credit Union, a message from our President & CEO. Learn More

We have engaged FORVIS, LLP (Attn: Jeff Rosno, 1801 California Street , Ste. 2900, Denver, CO 80202) to perform member verifications. Kindly compare the balance of your accounts on your December 2022 statement WITH YOUR RECORDS. If balances do not agree, please address your discrepancies directly to FORVIS, LLP. Include your name, truncated account number, and an explanation of the difference noted. A reply is not considered necessary unless a difference is noted.

All Kirtland CU branches and locations will close at 12:00 noon on Tuesday, December 24 and remain closed on Wednesday, December 25 in observance of Christmas Day.

FRAUD ALERT: Have you received a text message asking to verify a fraudulent transaction? Do not click on that link or call the phone number on your text message. Scammers are using a variety of messages and techniques to gain access to your account. Learn how to protect yourself on our Fraud Awareness and Prevention Center.

If you may experience financial hardship related to the government shutdown, we’re here to help. Call 1.800.880.5328 or visit one of our branch locations for more information.

ROUTING NUMBER: 307070050

Asset Preservation - Beyond Insurance

You work hard for your money and invest the best you can, but unforeseen circumstances can quickly change the direction of your overall financial plan. Protect your financial future with the right combination of the insurance and investment risk management. We can help with both.

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Preserve Your Assets

Your investment strategy isn’t just about growth. The right strategy can also help you protect what you’ve earned.

Understanding Risk

We’ll help you understand the level of risk you are comfortable taking and align it with appropriate investment strategies in an effort to make your money work as hard as you do.

Why Diversify

Having the right mix of investments may help reduce your risk as they work toward your goals. We can help you determine the right mix of investments to properly diversify your portfolio.

The Right Approach

It’s all about balance. You can’t grow without taking risk, but taking too much risk could derail your plans. Since every situation and every family is different, we take a personalized approach to helping you find your balance.

“There is no guarantee that a diversified portfolio will enhance overall returns outperform a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risks, including the loss of principal.”

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Insurance Protection

You’ve worked hard for your nest egg. Protect it while you’re working and secure it for future generations with the right insurance.

Our Services

No matter what stage of life you’re in or what kind of advice you need, clients of Kirtland Financial Services also receive:

Personalized Account Evaluations

Tax and Recordkeeping Advice*

Coordination of Third-Party Advisors

Facilitation of Family Financial Meetings

24-Hour Account Access

Educational Events

Start Today

Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.

In Person

Let’s sit down, and start planning together.

Over The Phone

Give us a call, Monday through Friday.

CALL (505) 254-4363

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. Kirtland Federal Credit Union and Kirtland Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kirtland Financial Services, and may also be employees of Kirtland Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kirtland Federal Credit Union or Kirtland Financial Services. Securities and insurances offered through LPL or its affiliates are:

Not NCUA Insured or Any Other Government | No 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.

Kirtland Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution 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.

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CRPC®️ conferred by College for Financial Planning.

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Routing Number: 307070050

6440 Gibson Blvd. SE, Albuquerque, NM 87108

THIRD PARTY LINK DISCLOSURE: We may provide links to third party sites, independent from Kirtland Federal Credit Union. These links are provided only as a convenience. Kirtland Federal Credit Union does not manage the operation, content or any links contained inside of the website you are about to enter. The privacy and security policies of the site may differ from those of Kirtland Federal Credit Union.

To access your investment account – click the button below. The login page for LPL will open in a new window.

If you have access issues, CONTACT KIRTLAND FINANCIAL SERVICES.

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