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 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.