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Kurtis Allen Beronja

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin
Unclaimed Profile
433 MAIN STREET, GREEN BAY, WI 54301-5114CRD# 1467773Firm CRD# 1464
01

About

Kurtis Allen Beronja is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with ASSOCIATED INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSOCIATED INVESTMENT SERVICES, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
AUM
$863M
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at ASSOCIATED INVESTMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1467773
Firm CRD# 1464
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurtis Allen Beronja offer?
Kurtis Allen Beronja specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are Kurtis Allen Beronja's credentials?
Kurtis Allen Beronja is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurtis Allen Beronja located?
Kurtis Allen Beronja 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 Kurtis Allen Beronja charge for services?
Kurtis Allen Beronja'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 in GREEN BAY
Gwenn Elizabeth Hansen — ASSOCIATED INVESTMENT SERVICES, INC.Joseph Francis Domek — ASSOCIATED INVESTMENT SERVICES, INC.Larry John Rose — HARBOR WEALTH MANAGEMENT, LLCBeth Ann Cravillion — ASSOCIATED INVESTMENT SERVICES, INC.Patrick James Hickey — ASSOCIATED INVESTMENT SERVICES, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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