Timothy Damato, financial advisor Wausau WI
93 score

Timothy Damato

CRD Number: 3178601
Current Firm: Associated Investment Services, Inc.

Timothy Damato (CRD# 3178601) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Wausau, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Jul 2016 - Current 1
Bmo Harris Financial Advisors, Inc. Wausau, WI Aug 2012 - Jul 2016 3
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Jul 2016 5
M&i Brokerage Services Wausau, WI Mar 2001 - Jul 2016 15
M&i Insurance Services Milwaukee, WI Mar 2001 - Jul 2016 15
M&i Trust Company Milwaukee, WI Mar 2001 - Jul 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Timothy J. Damato
Phone Number: 800-595-7722
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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