Associated Investment Services, Inc.

Associated Investment Services, Inc. (CRD# 1464) is a financial advisory firm headquartered in Green Bay, WI. They manage $308,580,680 in 2,080 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $148,356
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, LA, MI, MN, TX, WI

Financial Advisors at Associated Investment Services, Inc.
Showing 1 - 10 of 45 top financial advisors.
1
Steven R. Benzschawel
CRD#: 5636971
57 N. Third Ave., Sturgeon Bay, WI 54235
96
Wealthminder
score

Steven Benzschawel (CRD# 5636971) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Sturgeon Bay, WI and has over 7 years of experience in the finance industry. Steven Benzschawel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter J. Engstrom
CRD#: 4332592
3292 Main St., Po Box 871, East Troy, WI 53120
96
Wealthminder
score

Peter Engstrom (CRD# 4332592) is an Investment Advisor Representative working at Associated Investment Services, Inc. in East Troy, WI and has over 15 years of experience in the finance industry. Peter Engstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Karl B. Melnick
CRD#: 1385013
N64 W23710 Main St., Sussex, WI 53089
96
Wealthminder
score

Karl Melnick (CRD# 1385013) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Sussex, WI and has over 31 years of experience in the finance industry. Karl Melnick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Wael H. Rashidi
CRD#: 4130371
369 Cardinal Lane, Green Bay, WI 54313
96
Wealthminder
score

Wael Rashidi (CRD# 4130371) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 16 years of experience in the finance industry. Wael Rashidi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mark T. Tate
CRD#: 2453874
8040 Excelsior Drive, Madison, WI 53717
96
Wealthminder
score

Mark Tate (CRD# 2453874) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Madison, WI and has over 22 years of experience in the finance industry.

6
Karen M. Baer
CRD#: 1325661
15665 W. National Ave., New Berlin, WI 53151
93
Wealthminder
score

Karen Baer (CRD# 1325661) is an Investment Advisor Representative working at Associated Investment Services, Inc. in New Berlin, WI and has over 31 years of experience in the finance industry.

7
Daniel J. Baldwin
CRD#: 1958106
433 Main Street, Green Bay, WI 54301
93
Wealthminder
score

Daniel Baldwin (CRD# 1958106) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.

8
Aaron K. Bohm
CRD#: 5720685
433 Main Street, Green Bay, WI 54301
93
Wealthminder
score

Aaron Bohm (CRD# 5720685) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 6 years of experience in the finance industry.

9
Darci M. Brittnacher
CRD#: 5495397
206 N. Wisconsin Street, De Pere, WI 54115
93
Wealthminder
score

Darci Brittnacher (CRD# 5495397) is an Investment Advisor Representative working at Associated Investment Services, Inc. in De Pere, WI and has over 7 years of experience in the finance industry.

10
Jennifer A. Carr
CRD#: 3157183
200 N. Adams Street, Green Bay, WI 54301
93
Wealthminder
score

Jennifer Carr (CRD# 3157183) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 17 years of experience in the finance industry.

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