Coulee Investment Center
There's never been a better time to start investing in your future. Come in and view our comprehensive investment opportunities and see how Coulee Bank can build a customized portfolio to help secure your future.
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Meet our Certified Financial Planner
The Coulee Investment Center, located inside Coulee Bank, is proud to have Shari Hopkins, CFP® available to you as a Financial Consultant. Shari is a fully-registered and experienced financial professional, dedicated to helping you achieve your goals through a broad selection of quality financial products and services offered through LPL Financial.
Whether your goals include retirement planning, generating retirement income, tax efficient strategies, college planning, building wealth, insurance needs or asset allocation, Shari is committed to providing superior service in your comprehensive hometown financial center. Shari brings years of experience working for JP Morgan Chase, Fidelity Investments, and Morgan Stanley to the Coulee Investment Center. She has both her securities registrations held with LPL Financial and insurance licenses to help you with all of your financial needs.
Call Shari at (608) 784-3904 or e-mail her to schedule your Free Financial Analysis.
Visit the Coulee Investment Center Website
For more information about the service offered through the Coulee Investment Center, click here.
Already a client? Click here to access your account.
If you have questions or to request additional information, e-mail Shari.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Coulee Bank and Coulee Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC insured
No Bank Guarantee
May lose Value
Not a Deposit
Not Insured By Any Federal Government Agency
1 Asset allocation and diversification do not ensure a profit or protect against a loss in a declining market.
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Personal Investment Videos
Taking the first step to a secure financial future has never been easier with Coulee Bank. For assistance with personal investments, watch one of our videos below.