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
Jessica Liska (CRD# 4445739) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Appleton, WI and has over 22 years of experience in the finance industry.
Wendi Lucarelli (CRD# 4772555) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Sheboygan, WI and has over 19 years of experience in the finance industry.
Nikifor Minkov (CRD# 4565455) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Chicago, IL and has over 20 years of experience in the finance industry.
Michael Nickel (CRD# 4708341) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Madison, WI and has over 20 years of experience in the finance industry.
Loren Piotrowski (CRD# 3170403) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Chicago, IL and has over 25 years of experience in the finance industry.
Jacob Rabas (CRD# 5330865) 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.
Brendan Reid (CRD# 4964216) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Greenfield, WI and has over 18 years of experience in the finance industry.
Carl Sellen (CRD# 4794438) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Brookfield, WI and has over 19 years of experience in the finance industry.
Daniel Shvartsman (CRD# 4843546) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Port Washington, WI and has over 19 years of experience in the finance industry.
Chad Stafko (CRD# 4582819) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Fairview Heights, IL and has over 6 years of experience in the finance industry.