Close Click here for information regarding Nicolet Bankshares' acquisition of MidWestOne Financial Group
Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Meet our Team / Neil Joss
We would never recommend investments that we wouldn't use ourselves.
Neil Joss Iowa City, IA
319-356-5934

Neil Joss VP Portfolio Manager

Neil is responsible for investment selection and management for the Trust Department. He graduated from the University of Iowa, and received his MBA from the University of Iowa, and joined MidWestOne Bank in 2015. He has nearly 15 years of fixed income and real estate investment experience, holding positions with increasing responsibility at Aegon Asset Management, including 8 years managing asset portfolios. Previous experience also includes trading mortgage back securities.

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.