CIO Wealth Strategies

A private wealth advisory practice of Ameriprise Financial Services, LLC

402.898.4600

Client Satisfaction 4.9 / 5 rating based on 116 reviews

CIO Wealth Strategies

About Ameriprise

For 125 years, Ameriprise has been committed to putting clients’ needs first.
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Your financial goals

Learn more about key financial and investment insights to help you achieve your goals.

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Market insights

Read the latest market and economic updates from Ameriprise experts.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Putting clients first; it’s what we do

We provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals.

It’s our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer^™ recognition in:

"Unbiased, puts my interest first"
"Investment ideas knowledgeable, timely, and tactical"
"Offers personal financial advice"

Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

All of us at CIO Wealth Strategies would like to congratulate David Knight on being named to the 2021 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

8 videos

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Will the pace of stock returns begin to slow?

Will the pace of stock returns begin to slow?

Record highs in the first half of the year have been rewarding for investors. Ameriprise Chief Market Strategist David Joy discusses what could help drive stock prices higher, the main risks to watch for and the benefits of a portfolio review. ()

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About CIO Wealth Strategies

About CIO Wealth Strategies

Get to know what makes us different and how we can help you reach your financial goals. (1:16)

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Is Your Financial Plan Changing With The "Weather"?

Is Your Financial Plan Changing With The "Weather"?

This video uses a simple metaphor to explain how your financial strategy should adapt. If your financial plan hasn't changed to keep up with your financial goals, call us. (0:48)

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Is Your Financial Strategy Changing With You?

Is Your Financial Strategy Changing With You?

For those in their 20s and 30s, a buy and hold strategy could be prudent. But for those getting closer to retirement?... (0:15)

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Does Your Financial Strategy Change With the Markets?

Does Your Financial Strategy Change With the Markets?

Remember what the markets did from 1965-1975? Or maybe 1999-2009? Our clients have personalized financial strategies that adapt to times like these. (0:32)

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Stop Asking Yourself Finance Questions

Stop Asking Yourself Finance Questions

Retirement? Taxes? Employee benefits? Kids' college savings? We all have finance questions. Want answers? Start asking the professionals. (0:18)

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How will taxes affect your retirement?

How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)

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Be confident, connected and in control of your financial life

Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

The Ameriprise difference

Ask us about tracking your goals online

Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)