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).
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Total Assets Under Management827MILLION
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Total Number of Accounts4,827ACCOUNTS
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Average Account Value$171,381
- 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 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.
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.
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.
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.
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.