Menu
Associated Investment Services, Inc.
Green Bay, Wisconsin
Associated Investment Services, Inc. is a well-established regional investment advisory firm headquartered in Green Bay, WI. With a dedicated team of 59 employees, including 25 experienced investment advisors, they provide comprehensive financial services to a diverse client base. These clients consist of over 3,630 individuals, with assets under management totaling more than $827,256,000.
The company's success is built on their commitment to delivering personalized investment solutions tailored to each client's unique financial goals and risk tolerance. Their investment advisors boast an impressive track record, with an average ...see more
Assets Under Mgmt
$827.26M
Investment Professionals
25
Locations
133
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other: MUTUAL FUND WRAP
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for Associated Investment Services, Inc.
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.