Nicholas Gary | Financial Advisor | Waterloo, IA | U.S. Bancorp Wealth Management

Nicholas Gary

Wealth Management Advisor
U.S. Bancorp Investments

319.235.3280

Primary Office
425 Cedar Street
Waterloo, IA 50701
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About Me

It is my pleasure to serve the financial needs of people in the Waterloo and Cedar Falls areas. I started in the financial services industry in 2012 and became a Wealth Management Advisor in 2016. I hold a Bachelor of Arts degree in public relations from the University of Northern Iowa in Cedar Falls, Iowa.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I invest my time as a member of the Cedar Valley Rotary, and in my extra free time, I enjoy spending time with my family, basketball and supporting Northern Iowa athletics.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.