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ASSOCIATED INVESTMENT SERVICES, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
GREEN BAY, Wisconsin
·
29 registered advisors
·
CRD# 1464
SEC# 801-71639
33
800-595-7722
01
Firm Overview
AUM
$863M
Regulatory assets under management
Employees
62
Total firm employees
Advisors
29
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ASSOCIATED INVESTMENT SERVICES, INC.
29 registered advisors
Adam Edward Levenstein
GREEN BAY, Wisconsin
CRD# 6246413
Amy Lou Wautier
GREEN BAY, Wisconsin
CRD# 4510353
Andrew James Arnold
GREEN BAY, Wisconsin
CRD# 7744204
Anthony Philip Pecora
GREEN BAY, Wisconsin
CRD# 2975013
Arthur Gustav Heise
GREEN BAY, Wisconsin
CRD# 6044619
Beth Ann Cravillion
GREEN BAY, Wisconsin
CRD# 4770231
Brian John Mcaleavey
GREEN BAY, Wisconsin
CRD# 1261872
Brian Thomas Klaus
GREEN BAY, Wisconsin
CRD# 7071381
Curtis John Fuszard
GREEN BAY, Wisconsin
CRD# 1418606
David Lewis Stein
GREEN BAY, Wisconsin
CRD# 6060045
Dennis Michael Deloye
GREEN BAY, Wisconsin
CRD# 7555524
Gwenn Elizabeth Hansen
GREEN BAY, Wisconsin
CRD# 4516109
Jacob Jeffery Keller
GREEN BAY, Wisconsin
CRD# 6943282
Jayne Clara Hladio
GREEN BAY, Wisconsin
CRD# 2497546
John Anthony Utz
GREEN BAY, Wisconsin
CRD# 5556487
John Parker Thayer
GREEN BAY, Wisconsin
CRD# 1603202
John William Challas
GREEN BAY, Wisconsin
CRD# 1244813
Joseph Francis Domek
GREEN BAY, Wisconsin
CRD# 1539489
Kurtis Allen Beronja
GREEN BAY, Wisconsin
CRD# 1467773
Loren Jon Piotrowski
GREEN BAY, Wisconsin
CRD# 3170403
Michael David Kuipers
GREEN BAY, Wisconsin
CRD# 2436388
Michael Robert Hochholzer
GREEN BAY, Wisconsin
CRD# 2878493
Patrick Allen Richard
GREEN BAY, Wisconsin
CRD# 1199535
Patrick James Hickey
GREEN BAY, Wisconsin
CRD# 4041434
Steven Sia Zandpour
GREEN BAY, Wisconsin
CRD# 7174720
Thomas Edward Lhost
GREEN BAY, Wisconsin
CRD# 2251041
Timothy Joseph Lau
GREEN BAY, Wisconsin
CRD# 6060026
Troy Allen Grossbier
GREEN BAY, Wisconsin
CRD# 2798069
William Kelley Curtis
GREEN BAY, Wisconsin
CRD# 1538468
05
Office Locations
GREEN BAY, Wisconsin
29 advisors
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Data sourced from SEC Form ADV filings. ASSOCIATED INVESTMENT SERVICES, INC. (CRD# 1464) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.