Erin Haugh (CRD# 6628632) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Madison, WI and has over 7 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Investment Services, Inc. | Madison, WI | Mar 2022 - Current | 2 |
| Associated Investment Services, Inc. | Green Bay, WI | Feb 2016 - Mar 2022 | 6 |
| Associated Bank | Reedsburg, WI | Jun 2011 - Feb 2016 | 4 |
| Maurices | Baraboo, WI | Oct 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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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)
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