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
Jerry Gold (CRD# 5066376) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Watertown, WI and has over 17 years of experience in the finance industry.
Anthony Gruba (CRD# 2931047) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Eagan, MN and has over 26 years of experience in the finance industry.
Joanna Guinn (CRD# 5061921) 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.
Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Portage, WI and has over 16 years of experience in the finance industry.
Bradley Hansen (CRD# 2767048) 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.
Erin Haugh (CRD# 6628632) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Madison, WI and has over 7 years of experience in the finance industry.
Keith Johnson (CRD# 6165335) is an Investment Advisor Representative working at Associated Investment Services, Inc. in De Pere, WI and has over 10 years of experience in the finance industry.
Kevin Koback (CRD# 5528429) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 15 years of experience in the finance industry.
Michael Kuipers (CRD# 2436388) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 24 years of experience in the finance industry.
John Kvamme (CRD# 6838584) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Saint Louis Park, MN and has over 6 years of experience in the finance industry.