Joanna GuinnCRD 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.
Lpl Financial LLC
Advisors Management Group Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management973MILLIONS
Total Number of Accounts4,714ACCOUNTS
Average Account Value$206,427
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IL, IN, LA, MI, MN, MO, OH, TX, WI
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