Ryan O’Leary is a Financial Advisor with Nicolet Wealth Management. He started his financial career in 2010 with an independent firm after teaching High School Business Education in Brillion. Interaction with people is Ryan’s passion and creating lasting client relationships is his focus.
Ryan lives in Suamico with his wife, Val. He has volunteered much of his time coaching youth basketball in the Green Bay area. He coached the Brillion Varsity Girls basketball team to the State Tournament in 2010.
Ryan graduated from Marian University with a Bachelor of Science in Business Administration and an Education Degree with a Major in Secondary Education with a Business Emphasis. He holds Series 7 and 66 licenses as well as Life/Health Insurance licenses.
Investment and insurance products:
Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.
Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services (“PCS”), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company ("SPTC") as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.