Josh Kohnhorst

Background

About Josh Kohnhorst

I went to school to become a business education teacher, focusing on teaching personal finance, business, and marketing. However, I quickly realized that my skills were best used working with others in the business world. I've held on to the educator in me and my mission to help others be the best version of themselves through teaching personal finance. Today, I work with Nicolet Bank's Retirement Plan Services team. Our team members work with businesses to identify the right retirement plan and investment lineup for their business. We work with many different retirement partners to connect our clients to the services they need to have a successful retirement plan. Through the retirement plan, we consult with plan participants through group or individual sessions to answer questions regarding the plan, enrollments, rollovers, or retirement planning. Finally, we educate and assist the plan sponsor throughout the year with the ongoing fiduciary responsibilities of the retirement plan. I hold the Series 7 and 66 securities licenses. In my free time, you'll find me with my wife and two kids or at a local golf course in Northeast Wisconsin. I enjoy making a difference in the community by volunteering with various local organizations.