DC
CFP · ChFC
DC
CFP · ChFC

Debra Cirksena

38 Years of Experience
Lincoln, NE
Broker

Debra Cirksena is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lincoln, NE, with 38 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

8535 Executive Woods Dr, Ste 300, Lincoln, NE, 68512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Debra owns multiple real estate properties and is co-owner of several LLCs related to real estate and business expenses. She is also treasurer of Cirksena and co-owner of Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC, spending about a third of her time on the latter.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLC
May 1987 - Present · 39 yrs
Ameriprise Financial Services, LLCBroker
May 1987 - Present · 39 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
April 1987 - July 2006 · 19 yrs 3 mos
State Registrations26 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.