Unclaimed Profile

William Kelley Curtis

ASSOCIATED INVESTMENT SERVICES, INC.·GREEN BAY, Wisconsin

SIE, Series 7, Series 24, Series 27, Series 52, Series 63, Series 65, Series 99TOClean record20 years registeredASSOCIATED INVESTMENT SERVICES, INC.

333 MAIN STREET, SUITE 300, GREEN BAY, WI 54301-5159CRD# 1538468Firm CRD# 1464

Profile Verification

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

Identity

William Kelley Curtis · GREEN BAY, WI

Registration

CRD #1538468 · ASSOCIATED INVESTMENT SERVICES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSOCIATED INVESTMENT SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 2017 – Dec 2023

Appleton, WI

ASSOCIATED INVESTMENT SERVICES, INC.

May 2012 – Jul 2015

PEKIN, IL

M&I INVESTMENT MANAGEMENT CORP.

Apr 2010 – Apr 2012

MILWAUKEE, WI

M&I FINANCIAL ADVISORS, INC.

Sep 2005 – Feb 2010

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52

Series 63

Series 65

Series 99TO

Registration record

First registered · September 15, 2005

Years registered · 20

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 William Kelley Curtis offer?

William Kelley Curtis specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are William Kelley Curtis's credentials?

William Kelley Curtis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Kelley Curtis located?

William Kelley Curtis is based in GREEN BAY, Wisconsin, last registered with ASSOCIATED INVESTMENT SERVICES, INC..

How does William Kelley Curtis charge for services?

William Kelley Curtis'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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