Integrated Wealth Management
Integrated Wealth Management
Wealth Management Services
Financial Planning Services
Meet Our Wealth Management Advisor
Investment products are not insured by the FDIC, are not deposits, and may lose value.
RICP conferred by The American College.
Coulee Bank 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. Coulee Bank 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.
Check the background of your financial professional on FINRA's BrokerCheck.
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. Coulee Bank or Integrated Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Integrated Wealth Management, and may also be employees of Coulee Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Integrated Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) 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.