Ryan Grote, AIF®

Financial Advisor

Do you have a favorite newspaper, blog?

I’m going to slightly modify this and say my favorite podcast is the Joe Rogan Experience.

What is your favorite sport?


Where would you like to travel to?


Ryan was born and raised on the west side of Cincinnati and graduated from Saint Xavier High School. He is a graduate of Miami University’s Farmer School of Business and he was the captain of the Miami University Rugby Club. He started his financial planning career at Fidelity Investments in 2010 working with personal investment accounts and employer-sponsored retirement plans. Ryan is an Accredited Investment Fiduciary® (AIF®) and has passed Level 1 of the CFA exam. Ryan also holds the Life, Accident, and Health insurance licenses, as well as, Series 7, 66, 63 and 64 securities registrations.

Ryan enjoys traveling and going to concerts with his fiancé, Kristel. He continues to play rugby for the Cincinnati Wolfhounds and coaches the Saint Xavier rugby team. He has a keen interest in fitness and nutrition and also enjoys playing bass guitar in his rock band, the Squids.

Check the background of this investment professional on FINRA’s BrokerCheck.