Timothy DamatoCRD 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 17 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Associated Retirement Planners, Inc.
|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|
Total Assets Under Management309MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$148,356
- 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)
FL, IL, LA, MI, MN, TX, WI