As your priorities evolve over time, we will help you revise your planning strategies as your needs change.
United Wealth Management
United Bank investment services are offered through our partnership with the Ameriprise Financial team of Mohr, Kolinski, Noe & Associates. As tenured financial advisors, Adam Mohr and Katie Noe are passionate about helping clients set goals and give purpose to their money. Their focus is crafting long-term multi-generational wealth through growth and income strategies that strive to weather the test of time. Adam, Katie and their team offer the depth and uncommon knowledge necessary to address any need, simple to sophisticated.
The office of Mohr, Kolinski, Noe & Associates is located in Altoona, WI. For the convenience of our customers, they hold office hours in our Eau Claire branch on Tuesdays from 9:00 a.m. until noon as well as in our Osseo branch on Thursdays from 9:00 a.m. until noon. Other United Bank branches may be accommodated by special request. It is recommended you call ahead to schedule an appointment.
Areas of focus:
You are invited to learn more about Adam Mohr and his team by visiting his website at www.ameriprise.com or by calling their office at 715.832.7715. You may also email Adam directly at email@example.com or Katie directly at firstname.lastname@example.org.
*Please note that emails are not secured transmissions so please DO NOT send account numbers, social security numbers, or any other information you would like to keep private to United Bank or anyone else in an email message. Thank you.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Investments are not insured by the FDIC or any other financial institution, are not deposits or other obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including possible loss of principal. Ameriprise Financial and United Bank are not affiliated.