Associated Investment Services, Inc.
Associated Investment Services, Inc. (CRD# 1464) is a financial advisory firm headquartered in Green Bay, WI. They manage $862,552,767 in 4,578 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management863MILLION
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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
Scott Biertzer (CRD# 6241348) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Minocqua, WI and has over 10 years of experience in the finance industry.
Neil Bonneson Bruce (CRD# 4284550) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Saint Louis Park, MN and has over 20 years of experience in the finance industry.
James Czubek (CRD# 4849052) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Suamico, WI and has over 19 years of experience in the finance industry.
Adam Dalke (CRD# 4628737) is an Investment Advisor Representative working at Associated Investment Services, Inc. in De Pere, WI and has over 21 years of experience in the finance industry.
Timothy Damato (CRD# 3178601) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Wausau, WI and has over 25 years of experience in the finance industry.
Jeffrey Edwards (CRD# 1854348) is an Investment Advisor Representative working at Associated Investment Services, Inc. in La Crosse, WI and has over 35 years of experience in the finance industry.
Peter Engstrom (CRD# 4332592) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Mukwonago, WI and has over 23 years of experience in the finance industry.
Cody Evers (CRD# 6391817) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Appleton, WI and has over 9 years of experience in the finance industry.
Daniel Fax (CRD# 2902332) is an Investment Advisor Representative working at Associated Investment Services, Inc. in West Allis, WI and has over 24 years of experience in the finance industry.
Nimrod Gauss-Samet (CRD# 4729638) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Port Washington, WI and has over 20 years of experience in the finance industry.