portrait of Nicholas M Koch
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Nicholas

In 2007, I graduated from New London High School. Directly after, I served my apprenticeship as a union sheet metal worker. Nine years later I was promoted to estimator and two years later promoted to an account manager. I managed HVAC, plumbing, pipefitting and service work for some of the largest healthcare providers in northeast Wisconsin.

My wife, Caitlin, and I live in New London and have three children: Stella, Charlie and Theodore. Our interests center around family, camping, sports, and travel.

I thoroughly enjoy coaching our children's baseball, soccer, football and basketball teams. I'm a member of the Chamber...

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors
  • Business Retirement Plans
  • Wealth Strategies

Work History

  • Edward JonesOctober 2023 to Current
  • Tweet Garot MechanicalOctober 2009 to October 2023

Personal Interests

  • Active Lifestyle
  • Camping
  • Coaching Sports
  • Health & Nutrition
  • Real Estate

Team Members

  • Paris Hofherr
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 03:30PM
Fri 07:30AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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