financial advisor in Waterloo Nicholas Gary
425 Cedar Street
Waterloo, IA 50701
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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 financial 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 financial 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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office425 Cedar Street
Waterloo, IA 50701
Secondary office110 West 4th Street
Vinton, IA 52349
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.