CIO Wealth Strategies

A private wealth advisory practice of Ameriprise Financial Services, LLC

402.898.4600

Client Satisfaction 4.8 / 5 rating based on 110 reviews

About Ameriprise

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

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

Explore
Market insights

Read the latest market and economic updates from Ameriprise experts.
Read more

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Putting your interests first; it’s what we do

Ameriprise earned a 2020 Hearts & Wallets Top Performer^™ recognition for the investment industry in:

“Unbiased, puts my interest first”
“Explains things in understandable terms”
“Understands me and shares my values”

We’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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.

9 videos

Previous Video Next Video

Now Playing

Navigating fixed income markets: 4 themes for 2021

Navigating fixed income markets: 4 themes for 2021

Head of Fixed Income Brian Erickson discusses four themes that will shape fixed income investing in 2021, including modest return potential, inflation navigation, leadership of cyclical corporate sectors and a lag in municipal fundamentals. (3:03)

Now Playing

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)

Now Playing

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)

Now Playing

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)

Now Playing

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)

Now Playing

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)

Now Playing

Videocast: Timely perspective for your financial goals and portfolio

Videocast: Timely perspective for your financial goals and portfolio

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)

Now Playing

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)

Now Playing

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)

Feel confident about your financial future?

Try our 3-Minute Confident Retirement^® check.

Pursue your passions. Dare to dream. Live life brilliantly.

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.

view commentary

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)