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Nicole Johnson, CFP®,  ChFC®

Wealth Manager
Nicole serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than six years of experience in the financial services industry, Nicole offers her clients a truly comprehensive planning experience while providing exceptional service and helping them both prepare for and thrive in retirement. Prior to joining Creative Planning, Nicole served as a wealth manager at an independent advisory firm and as a financial advisor at a national wealth management firm. Nicole received her Bachelor of Science degree in personal finance from the University of Wisconsin-Madison. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Chartered Financial Consultant®, as designated by the American College of Financial Services. Nicole and her husband, Nick, enjoy traveling and spending time on the lake in the summer; they are looking forward to the birth of their first child.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022