Douglas Halverson, financial advisor Madison WI
93 score

Douglas Halverson

CRD Number: 5441153
Current Firm: Associated Investment Services, Inc.

Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Madison, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Advocare Independent Distributor Sun Prairie, WI May 2014 - Current 2
Associated Investment Services, Inc. Green Bay, WI Oct 2007 - Current 9
Associated Bank Madison, WI Jun 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Douglas A. Halverson
Phone Number: 800-595-7722
Registered State(s):
  • FL
  • 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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