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Nick Dreyer

Financial Planner at Lakewood Wealth Management

Nick Dreyer began their work experience in 2019 as a Customer Growth Specialist at CC&N. In 2020, they transitioned to the role of Strategic Solutions Specialist at the same company. In 2021, they joined Stonepath Wealth Management as a Financial Planner.

Nick Dreyer obtained a Bachelor's degree in Financial Analysis from the University of Minnesota, which they attended from 2015 to 2019. In addition to their formal education, they have also obtained several certifications. In September 2021, they received the Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities certification from the State of Wisconsin. Furthermore, in June 2021, they obtained the Series 66 certification from FINRA, as well as the Series 7 certification from the same institution during the same month and year.

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