Wendi Lucarelli (CRD# 4772555) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Sheboygan, WI and has over 19 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 2240211
Merit Financial Advisors
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay, WI | Nov 2010 - Current | 13 |
| Tork Properties | Plymouth, WI | May 2006 - Apr 2024 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- AZ
- FL
- MI
- MN
- 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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