Ryan Nielsen
Associate Wealth Advisor
Years of Experience:
Educational Background
- University of Iowa, MBA
- University of Iowa, BA, Business Administration: Finance
Designations/Certifications/Classes
- University of Iowa, Certificate in Risk Management and Insurance
- FINRA Series 7, 24, 63 & 65
- Iowa Life Insurance designation
Community Involvement
Other Notable Information
- Ryan is an Associate Wealth Advisor at Private Wealth Asset Management, known for his approachable professionalism and detailed approach to helping clients organize and enhance their financial lives. He combines a strong background in financial services with a passion for building lasting relationships within the community. Ryan has a particular focus on leveraging client-facing technology to enhance the planning experience and is committed to finding innovative ways to connect with the next generation of clients.
- His commitment to professional excellence is matched by his dedication to the community. He currently serves as Treasurer on the Executive Board of Cedar Valley Montessori School and is a member of the Leadership for Five Seasons Class of 2025. He also actively supports United Way and Junior Achievement.
- Ryan holds a BBA in Finance and a Certificate in Risk Management and Insurance from the University of Iowa, where he later earned his MBA.
- A native of Walker, Iowa, Ryan grew up on the family farm where he learned the value of hard work. Outside the office, Ryan enjoys golfing, cheering on the Iowa Hawkeyes, and spending time with his wife, Alyssa, and their two children, Mara and Weller.
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
I am trustworthy, detail-oriented, professional and fun.
What do you consider your biggest accomplishment at Private Wealth?
I joined Private Wealth a week prior to our company’s launch date. At that time, my goal was to learn from the best advisors in the business and to integrate myself on the team to play a role that would be valued by clients and co-workers. Additionally, I want to be seen as an essential member of our community. Through leadership, networking, and community involvement, I will continue to be someone that our neighbors know and can seek out for help and guidance.
Where are you from? Where did you grow up?
Walker, IA
What are your hobbies or favorite things to do in your free time?
Avid golfer and supporter of University of Iowa athletics
Favorite TV show, movie, or band?
TV Show – The Office;
Movie – The Shawshank Redemption;
Band – Blink 182;
What motivates you or makes you happiest in your role?
I am driven by the opportunity to provide value in our clients’ lives, whether it is as simple as organizing their financial lives using online tools or bringing new ideas that allow them to further their financial success. Walking the path and succeeding with clients is a great motivator for me.
What is the best piece of financial advice you ever received?
Be an investor, not a trader.
Where is the coolest place you’ve ever visited, or want to visit?
In 2017, our family traveled to central Missouri to view the solar eclipse. It was such an awe-inspiring event that we quickly made reservations to travel to the path of totality again in April 2024. This practice of chasing celestial phenomenon has inspired our bucket list as my wife and I will one day travel to Iceland to view the Northern Lights.
Favorite Food?
Steak and potatoes. Bourbon, neat.
Tell us about your family, pet(s) or give a fun fact about yourself!
My wife, Alyssa, and I met during our undergrad years in Iowa City. We were married in the Fall of 2013 and currently have one child, Mara, born in 2021.
As a fun fact, I am constantly in search of the best buffalo chicken sandwich in the eastern Iowa area!