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.
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 products and services offered by Investment Advisor Representatives through Nicolet Advisory Services, LLC., a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services (PCS), member FINRA/SIPC. Products and services offered are not insured by the FDIC or any other Federal Government Agency, not a deposit or other obligation of, or guaranteed by, any bank or its affiliates, subject to risks including the possible loss of principal amount invested. Private Client Services 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.