Ryan Gregory is a Financial Advisor with Nicolet Wealth Management. Ryan joined the Wealth Management team at the Grand Chute location in July of 2022 and enjoys connecting with clients while creating a financial plan in accordance with their goals. He consistently strives to exceed client expectations, delivering exceptional service and unwavering support at every step of their financial journey.
From his home in the Fox Valley, Ryan spends his free time in the great outdoors. In the summer you will find him perfecting his golf swing or fishing on a nearby lake, while in the winter he will be on his snowboard, carving his own path through the trees. Ryan also cherishes spending time with loved ones,
from family reunions to laughter-filled nights with friends, he appreciates creating meaningful connections with those around him.
Ryan graduated from the University of Wisconsin – Eau Claire with a Bachelor of Business Administration degree with a concentration in Finance and Information Systems. He also holds the Series 7 and 66 securities licenses and actively pursues opportunities for further education.
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.