ASSOCIATED INVESTMENT SERVICES, INC.

GREEN BAY, Wisconsin·19 registered advisors·CRD# 1464
SEC# 801-7163933800-595-7722
01

Firm Overview

AUM
$863M
Regulatory assets under management
Employees
62
Total firm employees
Advisors
19
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 PlanningInvestment ManagementFee-Only Advisory
04

Advisors at ASSOCIATED INVESTMENT SERVICES, INC.

19 registered advisors
Amy Lou Wautier
GREEN BAY, Wisconsin
Anthony Philip Pecora
GREEN BAY, Wisconsin
Beth Ann Cravillion
GREEN BAY, Wisconsin
Brian John Mcaleavey
GREEN BAY, Wisconsin
Gwenn Elizabeth Hansen
GREEN BAY, Wisconsin
Jacob Jeffery Keller
GREEN BAY, Wisconsin
Jayne Clara Hladio
GREEN BAY, Wisconsin
John Anthony Utz
GREEN BAY, Wisconsin
John Parker Thayer
GREEN BAY, Wisconsin
CFPCFA
John William Challas
GREEN BAY, Wisconsin
ChFC
Joseph Francis Domek
GREEN BAY, Wisconsin
Kurtis Allen Beronja
GREEN BAY, Wisconsin
Loren Jon Piotrowski
GREEN BAY, Wisconsin
Michael David Kuipers
GREEN BAY, Wisconsin
Michael Robert Hochholzer
GREEN BAY, Wisconsin
Patrick Allen Richard
GREEN BAY, Wisconsin
Patrick James Hickey
GREEN BAY, Wisconsin
Troy Allen Grossbier
GREEN BAY, Wisconsin
William Kelley Curtis
GREEN BAY, Wisconsin
05

Office Locations

GREEN BAY, Wisconsin
19 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.