CIO Wealth Strategies

CIO Wealth Strategies A private wealth advisory practice of Ameriprise Financial Services, LLC

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Celebrating our incredible team this June! From milestone years of leadership to newer roles already making an impact, e...
06/15/2026

Celebrating our incredible team this June! From milestone years of leadership to newer roles already making an impact, each CIO work anniversary reflects the dedication and talent that drives everything we do. We’re grateful for each of you and proud to grow together. Congrats to you all!

Join us in celebrating our CIO team members with June birthdays! Thank you for the energy, innovation, and commitment yo...
06/12/2026

Join us in celebrating our CIO team members with June birthdays! Thank you for the energy, innovation, and commitment you bring to our organization. We hope this special time is filled with memorable celebrations, appreciation, and a chance to reflect on all you’ve accomplished. Wishing you a fantastic birthday month!

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

CIO Wealth Strategies is excited to welcome our 2026 Summer Interns!Ella Matteen returns to our Lincoln office for her s...
06/03/2026

CIO Wealth Strategies is excited to welcome our 2026 Summer Interns!

Ella Matteen returns to our Lincoln office for her second summer while studying finance at the University of Nebraska-Lincoln. Alex Cabela, also a University of Nebraska-Lincoln finance student, joins us for his first year in the Lincoln office. Max Aulwes, a recent University of Iowa graduate, will be based in our Chariton office.

We’re looking forward to a strong summer with this talented group and the contributions each of them will bring to the team!

We’re excited to welcome Lori Leader and Kaye Cwach, Financial Advisors, along with Crystal Cooley, to the CIO team.As t...
05/27/2026

We’re excited to welcome Lori Leader and Kaye Cwach, Financial Advisors, along with Crystal Cooley, to the CIO team.

As trusted Ameriprise advisors in the Yankton, South Dakota community, Lori, Kaye, and Crystal have built strong relationships grounded in care, trust, and personalized guidance. We’re thrilled to have them bring that same commitment to CIO Wealth Strategies.

Their transition also marks the addition of a new CIO office location in Yankton, SD. Clients will continue visiting the same local office they know and trust, now supported by the expanded resources and collaboration of our full CIO team.

We’re so glad to have you here! Learn more about our new team members:
Lori Leader in Yankton, SD: https://bit.ly/4fKFRvi
Kaye Cwach in Yankton, SD: https://bit.ly/4ac5Rfo

We are all excited about what’s ahead, and we know their clients and future clients will be, too. Welcome!

Please join us in celebrating Leisa’s belated birthday and wishing Madison a very happy birthday today! We’re so gratefu...
05/26/2026

Please join us in celebrating Leisa’s belated birthday and wishing Madison a very happy birthday today! We’re so grateful for each of you and the unique contributions you bring to the team. We hope your birthdays are just as special as you are!

Today we remember and honor our heroes.As a reminder, we are closed today in observance of Memorial Day, May 25th. We wi...
05/25/2026

Today we remember and honor our heroes.

As a reminder, we are closed today in observance of Memorial Day, May 25th. We will reopen tomorrow during normal business hours. If you need immediate assistance, please contact our corporate client service line at 1-800-862-7919.

We’re proud to celebrate two of the incredible leaders who help shape our firm, Sharon Kresse and Deb Cirksena, on being...
05/21/2026

We’re proud to celebrate two of the incredible leaders who help shape our firm, Sharon Kresse and Deb Cirksena, on being named to the 2026 Forbes Best-in-State Wealth Advisors list.

Their leadership, passion for serving clients, and commitment to excellence continue to inspire those around them and make a meaningful difference in the lives of the families they support. Congratulations!

https://bit.ly/4nDe2Ha https://bit.ly/3PDlSUO

Join us in wishing our amazing team member, Jill, a very Happy Birthday! We appreciate your innovation, integrity, and a...
05/19/2026

Join us in wishing our amazing team member, Jill, a very Happy Birthday! We appreciate your innovation, integrity, and all the milestones we've reached together. Have an incredible day!

We’re excited to share that Mason Doughty was selected to present at three Ameriprise Elite Growth Forums in New York, a...
05/19/2026

We’re excited to share that Mason Doughty was selected to present at three Ameriprise Elite Growth Forums in New York, an opportunity reserved for top-performing advisors nationwide.

During the forums, Mason coached advisors on multi-generational planning, helping them navigate situations such as:

- Adult children stepping in to help aging parents
- Preparing the next generation before a financial or health event occurs

This type of planning has become essential for families who want to stay in control during life’s most critical moments. Let us ask you this: If something unexpected happened tomorrow, would your family know what to do and feel confident doing it?

We’re proud to lead these conversations and bring that perspective back to our clients. https://bit.ly/499R3h2

Address

1935 N 120th Street
Omaha, NE
68154

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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