Advisor photo for Sharon Kresse

Sharon Kresse

CFP®, AAMS, APMA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Navigating changing markets can be a challenge. But sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personalized financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we build together is designed to factor in market ups and downs.
Contact me for a complimentary initial consultation to discuss your financial goals

Featured insights

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Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, CIO Wealth Strategies has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.