Unclaimed Profile

John Parker Thayer

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 7, Series 63CFP CFAClean record16 years registeredASSOCIATED INVESTMENT SERVICES, INC.

433 MAIN STREET, GREEN BAY, WI 54301-5114CRD# 1603202Firm CRD# 1464

Profile Verification

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

Identity

John Parker Thayer · GREEN BAY, WI

Registration

CRD #1603202 · ASSOCIATED INVESTMENT SERVICES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSOCIATED INVESTMENT SERVICES, INC.

WHITNELL & CO

Sep 2020 – Mar 2021

GREEN BAY, WI

ASSOCIATED INVESTMENT SERVICES, INC.

Aug 2020 – May 2025

GREEN BAY, WI

KELLOGG ASSET MANAGEMENT, LLC

Jan 2010 – May 2025

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 15, 2010

Years registered · 16

Professional designations · CFP, CFA

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 John Parker

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

Not sure if John Parker 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 John Parker Thayer offer?

John Parker Thayer specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are John Parker Thayer's credentials?

John Parker Thayer holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Parker Thayer located?

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

How does John Parker Thayer charge for services?

John Parker Thayer'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 →