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).

Current Firm Details
433 Main Street, Green Bay, WI 54301
http://www.associatedbank.com
By the Numbers
  • Total Assets Under Management
    863
    MILLION
  • Total Number of Accounts
    4,578
    ACCOUNTS
  • Average Account Value
    $188,413
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.
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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