Ryan Jennings (CAIA, CFP®)

Ryan Jennings focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Additional Information

After working with institutional investors most of his career, Ryan felt the desire to turn his focus to helping individuals reach their financial goals. As a trusted advisor, Ryan finds it most rewarding to see the emotional weight lifted from clients as they achieve clarity in their complex financial lives.

Ryan serves as a Vice President and CERTIFIED FINANCIAL PLANNER™ for Nikulsk Financial, Inc, in Bettendorf, Iowa. He collaborates with a team of advisors to analyze, develop and monitor clients’ financial plans, whether it’s through rebalancing portfolios, determining allocation strategies or risk management.

Prior to joining Nikulski Financial, Inc., in 2019, Ryan was a Wealth Advisor for Buckingham Strategic Wealth, an investment advisor for Quad Cities Investment Group and served as a vice president with MSCI Inc.

Ryan earned his bachelor’s degree in finance and management and organizations from University of Iowa. He is a Certified Financial Planner professional and a Chartered Alternative Investment Analyst.

Outside of work, Ryan enjoys spending time with his wife and two daughters, playing golf and staying fit.

NAPFA Start Date

February 27, 2018

Submit
Submit

This Office

3289 Utica Ridge Rd Bettendorf, IA 52722-1613 Phone: (563) 344-0118 Fax: (563) 344-0120