Unclaimed Profile

Brian John Mcaleavey

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 6, Series 7, Series 7TO, Series 9, Series 10, Series 22, Series 24, Series 63, Series 65Clean record21 years registeredASSOCIATED INVESTMENT SERVICES, INC.

333 MAIN STREET, SUITE 300, GREEN BAY, WI 54301-5159CRD# 1261872Firm CRD# 1464

Profile Verification

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

Identity

Brian John Mcaleavey · GREEN BAY, WI

Registration

CRD #1261872 · ASSOCIATED INVESTMENT SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSOCIATED INVESTMENT SERVICES, INC.

ASSOCIATED INVESTMENT SERVICES, INC.

Sep 2004 – Oct 2020

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 9

Series 10

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · September 28, 2004

Years registered · 21

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

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Frequently Asked Questions

What services does Brian John Mcaleavey offer?

Brian John Mcaleavey specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Brian John Mcaleavey's credentials?

Brian John Mcaleavey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian John Mcaleavey located?

Brian John Mcaleavey is based in GREEN BAY, Wisconsin, last registered with ASSOCIATED INVESTMENT SERVICES, INC..

How does Brian John Mcaleavey charge for services?

Brian John Mcaleavey'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.

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