At Nebraska Bank, we believe building your financial future is stronger when it’s done together. That’s why we’ve aligned with CIO Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, LLC. Through this collaboration, we’re creating a more connected experience, bringing planning and insight into closer reach.
Schedule your complimentary initial consultation and start exploring what’s possible.
Nebraska Bank is not a client of Ameriprise Financial. Pursuant to a contractual agreement, Nebraska Bank will be paid a referral fee for each referred client to Ameriprise Financial, which is an incentive for such referrals and creates a conflict of interest.
Nebraska Bank has a written agreement with Ameriprise Financial and may, from time to time, identify and refer potential clients who may benefit from Ameriprise Financial’s services. The referring Nebraska Bank will earn referral fee compensation of one to thirty percent of the revenue generated by a referred client for as long as the referred client maintains a relationship with Ameriprise Financial. Non-licensed employees of the financial institutions may receive incentives from their employer for referring clients to Ameriprise. These financial incentives create a conflict of interest for the referrals to Ameriprise Financial.
Ameriprise Financial cannot guarantee future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Nebraska Bank is not endorsed by nor affiliated with Ameriprise Financial. Nebraska Bank is not under the supervision of Ameriprise Financial, is not a broker-dealer or investment advisory firm.
You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
CIO Wealth Strategies is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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