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Nick Dreyer CRPCTM

  • Financial Advisor

Nick has a strong passion for helping others and specializes in providing individuals and families with comprehensive financial plans. This includes evaluating each client’s current financial position and recommending strategies for retirement planning, investment management, estate planning and risk management. Nick provides plan reviews, as he believes accessibility is an integral part of the client-advisor relationship.

Nick is a graduate of University of Minnesota-Twin Cities with a degree in Business Management and a focus in Financial Analysis. Originally from New Berlin, Wisconsin, Nick represents the Stonepath family in Milwaukee and serves clients throughout the state of Wisconsin. Nick currently holds his Series 66, SIE, and Series 7 licenses. Nick is an avid Wisconsin sports fan, enjoys hiking, and golfing in his free time.

ContactNick Dreyer CRPCTM

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Stonepath Wealth Management are not affiliated. Information relating to securities is intended for use by individuals residing in Alabama, Alaska, Arizona, California, Colorado, Connecticut,  Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, and Wyoming only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Diversification and asset allocation strategies do not assure a profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear the loss, including loss of principal. Cambridge does not offer tax advice. Check the background of this investment professional on FINRA’s BrokerCheck.

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