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Jacob Jeffery Keller

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin
Series 27Clean recordASSOCIATED INVESTMENT SERVICES, INC.
433 MAIN STREET, GREEN BAY, WI 54301-5114CRD# 6943282Firm CRD# 1464

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Jeffery Keller · GREEN BAY, WI
Registration
CRD #6943282 · ASSOCIATED INVESTMENT SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
ASSOCIATED INVESTMENT SERVICES, INC.
CRD 1464 · SEC 801-71639
AUM
$863M
Regulatory assets under management
Employees
62
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. →
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Frequently Asked Questions

What services does Jacob Jeffery Keller offer?
Jacob Jeffery Keller specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are Jacob Jeffery Keller's credentials?
Jacob Jeffery Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Jeffery Keller located?
Jacob Jeffery Keller 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 Jacob Jeffery Keller charge for services?
Jacob Jeffery Keller'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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Other Advisors at ASSOCIATED INVESTMENT SERVICES, INC.

Patrick Allen Richard
GREEN BAY, WI
Troy Allen Grossbier
GREEN BAY, WI
William Kelley Curtis
GREEN BAY, WI
Joseph Francis Domek
GREEN BAY, WI
Brian John Mcaleavey
GREEN BAY, WI
Beth Ann Cravillion
GREEN BAY, WI

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