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

financial advisor in Waterloo Nicholas Gary

Wealth Management Advisor
U.S. Bancorp Investments

319.235.3280

Primary office
425 Cedar Street
Waterloo, IA 50701
Get Directions to 425 Cedar Street
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Complete this form and Nicholas Gary will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.

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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 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

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

My Offices

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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.