Joanna Guinn, financial advisor Green Bay WI

Joanna Guinn

CRD Number: 5061921
Current Firm: Associated Investment Services, Inc.

Joanna Guinn (CRD# 5061921) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI May 2017 - Current 4
Sii Investments Appleton, WI Aug 2012 - Feb 2017 4
Thrivent Investment Management Inc. Appleton, WI Mar 2006 - Aug 2012 6
Thrivent Financial For Lutherans Appleton, WI Nov 2005 - Aug 2012 6
Heart Of The Valley Ymca Kimberly, WI Feb 2003 - Apr 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Joanna P. Guinn
Phone Number: 800-595-7722
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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