Scott Biertzer (CRD# 6241348) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Minocqua, WI and has over 10 years of experience in the finance industry.
CRD# 2272376
Commonwealth Financial Network
CRD# 3222759
Rbc Capital Markets, LLC
CRD# 1886416
Heck Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay, WI | Jul 2021 - Current | 2 |
| U.s. Bancorp Investments, Inc. | Minocqua, WI | Sep 2015 - Jul 2021 | 5 |
| Associated Investment Services, Inc. | Green Bay, WI | Jan 2015 - Jun 2015 | < 1 |
| Lpl Financial LLC | Minocqua, WI | Sep 2014 - Dec 2014 | < 1 |
| Firstmerit Bank | Minocqua, WI | Sep 2014 - Dec 2014 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minocqua, WI | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- AZ
- CA
- IL
- IN
- MI
- MN
- NV
- OH
- TX
- 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)
- Other
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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