Ryan Grote, AIF®

Financial Advisor

Ryan Grote, AIF®

Ryan.Grote@PlanWithRFG.com
Phone: 513-624-1308
Fax: 513-624-3124
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My Compliance Disclosures

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?

Rugby

Where would you like to travel to?

Copenhagen

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.

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OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

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  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.