Ryan Grote
I help individuals and families protect and grow their wealth by integrating traditional investment principles with transformative monetary technology.
- Role
- Financial Advisor at Rosselot Financial Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Ryan Grote
I help individuals and business owners keep more of their hard-earned income and to grow…
Experience
Financial Advisor
Jul 2015 — Present
Together with Rosselot Financial Group I develop comprehensive financial plans for individuals. Plans are complete with goal review, funding recommendations, portfolio analysis, insurance needs analysis and investment selection. This plan will be reviewed periodically to ascertain where you are in relation to your goals. We use a variety of investment vehicles including Third Party Asset Managers (TPAM’s) or Separately Managed Accounts (SMA’s), exchange traded funds, mutual funds, variable annuities and non-traded alternatives. We customize a strategy based upon your objectives, time horizon, risk tolerance and tax status.
Education
Saint Xavier High School
High School
2002 — 2006
Miami University
Bachelor of Science (BS), Business Finance
2006 — 2010
Skills
- Life Insurance
- Finance
- Sales
- Portfolio Management
- Investments
- Leadership
- Customer Service
- Retirement Planning
- Securities
- Financial Planning
- Mutual Funds
- Financial Analysis
- Disability Insurance
- Etfs
- Financial Services
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