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Our financial advice team


Debra Cirksena, Private Wealth Advisor serving the Lincoln, NE area - Ameriprise Advisors

Debra Cirksena

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
CIO Wealth Strategies

An Ameriprise Private Wealth Advisor

37
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
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • BS Business Administration, University of Nebraska, Lincoln, NE 1984
  • Certified Financial Planner, College for Financial Planning, Denver, CO 1993
  • Chartered Financial Consultant, The American College, Bryn Maur, PA 2003

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • CIO Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • CIO Wealth Strategies, Ameriprise Client Experience Award, 2021-2023

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.

Interests

We are an active family who enjoy travelling and being outside whenever possible. We also enjoy hosting cookouts and gatherings for extended family and close friends.