Q3 2024 Plan Sponsor Newsletter

Contact

Office: (608) 785-0069

628 2nd Ave. S.

Onalaska, WI 54650

cody@integratedwm.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Disclosures

Your Bank (“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 conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, DE, FL, IL, IN, IA, MI, MN, MT, NV, NM, NY, NC, ND, OH, OK, SC, SD, TX, VA, WI.

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. Integrated Wealth Management, LLC and Coulee Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Integrated Wealth Management, LLC 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, LLC. Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured or Any Other Government Agency

No Bank Guarantee

May Lose Value

Not a Bank Deposit or Obligations

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.