John Thayer (CRD# 1603202) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 26 years of experience in the finance industry. John Thayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Trust Company, N.a. | Green Bay, WI | Jul 2021 - Current | 2 |
| Associated Investment Services, Inc. | Green Bay, WI | Jul 2021 - Current | 2 |
| Associated Investment Services, Inc. | Green Bay, WI | Nov 2013 - Jul 2021 | 7 |
| Associated Trust Company | Green Bay, WI | Jan 2013 - Jul 2021 | 8 |
| Kellogg Asset Management, LLC | Green Bay, WI | Jan 2010 - Jul 2021 | 11 |
| Whitnell & Company | Oak Brook, IL | Aug 2020 - Mar 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
- IL
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Total Assets Under Management863MILLIONS
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Total Number of Accounts4,578ACCOUNTS
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Average Account Value$188,413
- 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)
- Other
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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