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Our financial advice team


Kathryn Noe, Financial Advisor serving the Altoona, WI area - Ameriprise Advisors

Kathryn Noe

CLTC®, APMA

Financial Advisor

River Prairie Wealth Partners
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Saving for Education

Qualifications

  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • 2002, BA/University of Wisconsin-Eau Claire

Awards & recognition

  • River Prairie Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • E & G Franchise Systems/Erbert & Gerbert's Subs & Clubs: Director of Marketing and Brand Development, 2003-2008

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • Spending as much time as possible with my three children
  • Quilting
  • Boating, kayaking and s kiing
  • Attending theatre and musical events; occasionally you’ll find me on stage
  • Volunteering

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including River Prairie Wealth Partners on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.