Associated Investment Services, Inc.

Associated Investment Services, Inc. (CRD# 1464) is a financial advisory firm headquartered in Green Bay, WI. They manage $827,255,621 in 4,827 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    827
    MILLION
  • Total Number of Accounts
    4,827
    ACCOUNTS
  • Average Account Value
    $171,381
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI

Financial Advisors at Associated Investment Services, Inc.
Showing 1 - 10 of 37 top financial advisors.
1
Scott M. Biertzer
CRD#: 6241348
8683 Highway 51, Minocqua, WI 54548

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.

2
Neil A. Bonneson Bruce
CRD#: 4284550
5353 Wayzata Blvd., Saint Louis Park, MN 55416

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.

3
James J. Czubek
CRD#: 4849052
3501 Veterans Ave., Suamico, WI 54173

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.

4
Adam L. Dalke
CRD#: 4628737
206 N. Wisconsin Street, De Pere, WI 54115

Adam Dalke (CRD# 4628737) is an Investment Advisor Representative working at Associated Investment Services, Inc. in De Pere, WI and has over 20 years of experience in the finance industry. Adam Dalke 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
Timothy J. Damato
CRD#: 3178601
2010 Stewart Ave., Wausau, WI 54401

Timothy Damato (CRD# 3178601) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Wausau, WI and has over 24 years of experience in the finance industry.

6
Jeffrey A. Edwards
CRD#: 1854348
205 4th Street N, La Crosse, WI 54601

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. Jeffrey Edwards 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.

7
Peter J. Engstrom
CRD#: 4332592
707 N. Rochester, Mukwonago, WI 53149

Peter Engstrom (CRD# 4332592) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Mukwonago, WI and has over 22 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.

8
Cody J. Evers
CRD#: 6391817
2701 N. Richmond Street, Appleton, WI 54911

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.

9
Daniel J. Fax
CRD#: 2902332
10701 W. National Avenue, West Allis, WI 53227

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.

10
Nimrod P. Gauss-Samet
CRD#: 4729638
222 N Wisconsin Street, Port Washington, WI 53074

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.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.