Unclaimed Profile

Loren Jon Piotrowski

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record17 years registeredASSOCIATED INVESTMENT SERVICES, INC.

433 MAIN STREET, GREEN BAY, WI 54301-5114CRD# 3170403Firm CRD# 1464

Profile Verification

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

Identity

Loren Jon Piotrowski · GREEN BAY, WI

Registration

CRD #3170403 · ASSOCIATED INVESTMENT SERVICES, INC. · 17 years registered

Brand Profile

Not yet started

Career History

ASSOCIATED INVESTMENT SERVICES, INC.

Oct 2021 – present

U.S. BANCORP INVESTMENTS, INC.

Jun 2021 – Oct 2021

NAPERVILLE, IL

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Jan 2015 – Dec 2020

OAK BROOK, IL

TD AMERITRADE, INC.

Jan 2015 – Jan 2021

OAK BROOK, IL

ASSOCIATED INVESTMENT SERVICES, INC.

Aug 2013 – Dec 2014

AURORA, IL

PNC INVESTMENTS

Jul 2010 – Aug 2013

CLARENDON HILLS, IL

FIFTH THIRD SECURITIES, INC.

Nov 2008 – Jul 2010

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · November 26, 2008

Years registered · 17

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 Loren Jon Piotrowski offer?

Loren Jon Piotrowski specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Loren Jon Piotrowski's credentials?

Loren Jon Piotrowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Loren Jon Piotrowski located?

Loren Jon Piotrowski 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 Loren Jon Piotrowski charge for services?

Loren Jon Piotrowski'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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