Dan Reynolds is a Vice President of Retirement Plan Services and a Financial Advisor with Nicolet Wealth Management. Dan’s career spans over 30 years in retirement plan and personal investment services. Dan’s primary focus is to work with retirement plan participant clients to help them focus and develop their retirement game plan and then monitor their progress toward reaching their financial goals.
Dan and his wife, Ann, live in De Pere and have three children. They enjoy family time and a variety of sports. Dan also spent many years coaching various levels of youth baseball in De Pere.
Dan graduated from Villanova University with a Bachelor of Science Degree in Accounting, and obtained a Master’s Degree in Business Administration from the University of Phoenix. He carries the Series 7, Series 63 investment licenses and an Investment Advisory license.
Investment and insurance products:
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.
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.
Trust services are offered through Nicolet National Bank, a national bank with trust powers.
Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.
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.