Scott Tank (CRD# 2080569) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Stevens Point, WI and has over 31 years of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 2315435
Thrivent Investment Management Inc.
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Investment Services, Inc. | Stevens Point, WI | Mar 2021 - Current | 3 |
| Alliance America Corporation | University Park, FL | Apr 2017 - Feb 2021 | 3 |
| United Advisors America Corporation | Prosper, TX | Apr 2017 - Feb 2021 | 3 |
| Farm Bureau Financial Services | West Des Moines, IA | Feb 2016 - Mar 2017 | 1 |
| Fbl Marketing Services | West Des Moines, IA | Feb 2016 - Mar 2017 | 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Nov 2014 - Dec 2015 | 1 |
| J.p. Morgan Securities LLC | Green Bay, WI | Feb 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
| S63 | Uniform Securities State Law Examination | Mar 2021 |
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- AZ
- FL
- MI
- MN
- 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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