Ryan Nelson, CPA

Associate Wealth Partner

As an Associate Wealth Partner for our firm, Ryan Nelson has been able to combine his passions for personal finance, investing, and estate planning with his desire to use his career to help people. Ryan works one-on-one with clients to craft comprehensive solutions to help reach their objectives and provide confidence in their direction.

Ryan found his passions early in life and started investing at a young age. He also lost his parents early on, an experience that made him look at life through a slightly different lens than his peers. He could see the importance of having one’s financial life in order, including an estate plan. Today, at BGM Wealth Partners, he finds it satisfying to know he can have a significant impact on not just a client but the entire family.

Outside of work, Ryan enjoys spending time with his daughter, traveling, cooking, gardening, golfing, running, and leading a healthy lifestyle—nearly all of which he enjoys best with his wife, Jen.

Education and Certifications

  • Certified Public Accountant, State of Wisconsin

  • Master of Business Administration, Financial Management, University of St. Thomas

  • Master of Science Management, Professional Accounting, University of Wisconsin-Milwaukee

  • Bachelor of Business Administration, Accounting, University of Wisconsin-Milwaukee

Affiliations

  • Member, Financial Planning Association (FPA), Minnesota Chapter