Joshua Luke Kohnhorst

Employer firm

Nicolet Wealth Management CRD 283940

$4.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → Present
  Nicolet Wealth Management
  Green Bay, WI
• 10/2018 → 02/2020
  Nicolet National Bank
  Green Bay, WI
• 01/2017 → 10/2018
  State Farm Insurance
  Green Bay, WI
• 02/2010 → 04/2017
  Festival Foods
  Depere, WI
• 04/2020 → Present
  Private Client Services
  Green Bay, WI

Previous Registrations

• 2021-04-13 → 2024-04-16
  Nicolet Wealth Management
  Green Bay, WI

Other Businesses

1) NICOLET ADVISORY SERVICES, LLC. 111 N WASHINGTON ST, GREEN BAY, WI 54301. RIA. 160 HRS/MO. 2) NICOLET NATIONAL BANK. 111 N WASHINGTON ST, GREEN BAY, WI 54301. TRUST & FIDUCIARY SERVICES, RETIREMENT PLAN SERVICES. RELATIONSHIP MANAGER & EDUCATION SPECIALIST-SERVE ACCTS AS A PRIMARY CONTACT & COMPLETE GROUP/ONE-ON-ONE EMPLOYEE EDUCATION. 160 HRS/MO; 150 DURING TRADING HRS. 3) Junior Achievement - Northeast Wisconsin; Not investment related; 11 Tri-Park Way, Appleton, WI. 54914; organization that leads education initiatives for students in Northeast Wisconsin; Chairperson role; effective 07/01/2026; 10 hours per month; 2 hours during trading hours; Chairperson role to lead board initiatives for students in Northeast Wisconsin

Exams

• S66 Uniform Combined State Law Examination
  2020-09-11