Unclaimed Profile

Amy Lou Wautier

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 4, Series 7, Series 24, Series 63, Series 66Clean recordASSOCIATED INVESTMENT SERVICES, INC.

433 MAIN STREET, GREEN BAY, WI 54301-5114CRD# 4510353Firm CRD# 1464

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Lou Wautier · GREEN BAY, WI

Registration

CRD #4510353 · ASSOCIATED INVESTMENT SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 66

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSOCIATED INVESTMENT SERVICES, INC.

CRD 1464 · SEC 801-71639

AUM

$863M

Regulatory assets under management

Employees

4,578 client accounts

Services offered by ASSOCIATED INVESTMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSOCIATED INVESTMENT SERVICES, INC. →

Introduction

Speak with Amy Lou

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy Lou is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREEN BAY?

Browse all registered financial advisors in GREEN BAY, Wisconsin or claim this profile if it's yours.

Browse GREEN BAY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Amy Lou Wautier offer?

Amy Lou Wautier specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Amy Lou Wautier's credentials?

Amy Lou Wautier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Lou Wautier located?

Amy Lou Wautier is based in GREEN BAY, Wisconsin, working with ASSOCIATED INVESTMENT SERVICES, INC.. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does Amy Lou Wautier charge for services?

Amy Lou Wautier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSOCIATED INVESTMENT SERVICES, INC.?

ASSOCIATED INVESTMENT SERVICES, INC. has approximately 62 employees and manages $863M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →