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 ...
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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
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