Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Portage, WI and has over 16 years of experience in the finance industry.
CRD# 5078644
Ameriprise Financial Services, LLC
CRD# 6285443
Edward Jones
CRD# 6058776
Wisconsin Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advocare Independent Distributor | Sun Prairie, WI | May 2014 - Current | 9 |
| Associated Investment Services, Inc. | Green Bay, WI | Oct 2007 - Current | 16 |
| Spectrum Pyrotechnics | Reeseville, WI | Jul 2021 - Oct 2023 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- AZ
- FL
- IL
- WI
-
Total Assets Under Management863MILLIONS
-
Total Number of Accounts4,578ACCOUNTS
-
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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