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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Meet our Team / John McClain
We would never recommend investments that we wouldn't use ourselves.
John McClain Dubuque, IA
563-585-9287

John McClain VP Portfolio Manager

As Portfolio Manager, John McClain is responsible for coordinating Investment strategies and products for the Trust Department. He conducts research activities related to Equity and Fixed Income securities and manager due diligence on outside mutual funds and ETFs. He is involved with the development of the asset allocation strategy of the Trust Department.

John has over 30 years of investment experience including investment research and portfolio management. He has experience managing individual accounts, non-profits and foundation accounts. He previously served as a Portfolio Manager for the Principal Financial Group, managing Principal's small and mid-cap separate accounts and retail mutual funds. He also was the Investment Officer for the University of Iowa Foundation. John graduated from the University of Iowa with a BBA in Economics and received his MBA in Finance from the University of Indiana.

Investment and insurance products are subject to risks, including possible loss of principal, and are:
• NOT FDIC insured  • NOT insured by any federal government agency
• NEITHER deposits or other obligations of, NOR guaranteed by, Nicolet National Bank or any of its affiliates.

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust and retirement plan level services offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.