Unclaimed Profile

John William Challas

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 4, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65ChFCClean record16 years registeredASSOCIATED INVESTMENT SERVICES, INC.

333 MAIN STREET, SUITE 300, GREEN BAY, WI 54301-5159CRD# 1244813Firm CRD# 1464

Profile Verification

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

Identity

John William Challas · GREEN BAY, WI

Registration

CRD #1244813 · ASSOCIATED INVESTMENT SERVICES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Sep 2022 – present

CENTAURUS FINANCIAL, INC.

Jun 2021 – Jul 2022

Shakopee, MN

QUESTAR ASSET MANAGEMENT, INC.

Mar 2015 – May 2019

MINNEAPOLIS, MN

ASSOCIATED INVESTMENT SERVICES, INC.

Aug 2011 – Feb 2015

GREEN BAY, WI

SECURIAN FINANCIAL SERVICES, INC.

Sep 2009 – Jul 2011

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · September 17, 2009

Years registered · 16

Professional designation · ChFC

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 John William Challas offer?

John William Challas specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are John William Challas's credentials?

John William Challas holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John William Challas located?

John William Challas 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 John William Challas charge for services?

John William Challas'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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