John Horak
Investment adviser representative at Nicolet Wealth Management
19 yearsExperience
1 stateRegistered in
$4.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Nicolet Wealth ManagementJan 2026 to now
- Nicolet National BankJun 2025 to now
- Private Client Services, LLCJun 2025 to now
- Northwestern Mutual Investment Services LLCFeb 2025 to Jun 2025
- Northwestern Mutual Life Insurance CompanyDec 2024 to Jun 2025
- FiresideJun 2024 to Oct 2024
- Stones Throw WineryMay 2024 to May 2024
- FocusJun 2023 to Jul 2023
- Dallas Cowboys Football ClubMay 2022 to Jul 2022
- WgandrJun 2021 to Aug 2021
- University of Wisconsin FootballMar 2021 to Jan 2024
- Greenes Pour HouseJun 2020 to Aug 2020
- North Shore Country ClubJun 2019 to Jul 2019
- University of Wisconsin MadisonSep 2007 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Nicolet Wealth Management
Legal name: Nicolet Advisory Services, LLC
$4.3BAssets managed
3,849Clients
46Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7998169
- Firm CRD
- 283940