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Mini ryan nietert
OakCrest Capital, LLC
Chicago, IL

Ryan Nietert

CFP®, ChFC®, CLU®
Managing your wealth to help create the life you want.
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Meet Ryan

Introduction - Ryan Nietert
Introduction - Ryan Nietert
What to Expect - Ryan Nietert
What to Expect - Ryan Nietert
What Encompasses a Financial Plan - Ryan Nietert
What Encompasses a Financial Plan - Ryan Nietert
Video Transcripts

Extensive knowledge, education, experience, and the determination to obtain high achievements are some of the qualities Ryan brings to the firm as a CERTIFIED FINANICAL PLANNER® professional. Ryan graduated from Indiana University with a Bachelor of Science degree. As a Chartered Financial Consultant® (ChFC®), Ryan currently holds FINRA Series 6, 7, 63, and 66 licenses, and the Chartered Life Underwriter (CLU®) designation. His elite designations and achievements are from his…

Extensive knowledge, education, experience, and the determination to obtain high achievements are some of the qualities Ryan brings to the firm as a CERTIFIED FINANICAL PLANNER® professional. Ryan graduated from Indiana University with a Bachelor of Science degree. As a Chartered Financial Consultant® (ChFC®), Ryan currently holds FINRA Series 6, 7, 63, and 66 licenses, and the Chartered Life Underwriter (CLU®) designation. His elite designations and achievements are from his dedication and hard work to achieve high standards.

Ryan is the founder of OakCrest Capital and prides himself on serving as a trusted financial advisor to his clients so they can focus on what is most important to them – their businesses, careers, and family. Ryan is a member of the Financial Planning Association (FPA) and Financial Services Institute (FSI). He is dedicated to keeping himself and his clients informed, and delivers this information in a way that is easy to understand. Ryan has been recognized as a guest speaker at seminars held by the American Medical Association, as well as medical, dental, optometry and law schools to educate students on financial decisions following graduation.

Ryan is a member of the Cambridge New Century Council; a select group of independent advisors that help shape the direction that Cambridge will take in the future.

In his free time, Ryan enjoys spending time with his family, golfing, traveling, sports entertainment, and giving back to the Chicago community. Ryan is actively involved with the Indiana University Alumni Association.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Fee & Commission
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Memberships

FPA - Financial Planning Association

Education

Bachelors
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