Jessica Liska, financial advisor Appleton WI
93 score

Jessica Liska

CRD Number: 4445739
Current Firm: Associated Investment Services, Inc.

Jessica Liska (CRD# 4445739) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Appleton, WI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Focus Cpa Green Bay, WI Feb 2015 - Current 1
Associated Investment Services, Inc. Green Bay, WI May 2010 - Current 6
Invest Financial Corporation Tampa, FL Feb 2009 - Apr 2010 1
Cheyenne's Sports Bar And Grill Appleton, WI Dec 2008 - Sep 2009 < 1
Full Time Student Uw-oshkosh Oshkosh, WI Sep 2008 - Dec 2008 < 1
Sii Investments, Inc. Appleton, WI Dec 2005 - Sep 2008 2
Investment Centers Of America Appleton, WI Dec 2005 - Sep 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for Jessica L. Liska
Phone Number: 800-595-7722
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    309
    MILLIONS
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $148,356
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, IL, LA, MI, MN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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