Advisor at Associated Investment Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Janesville, WI 53545
Credentials
Series 63, Series 65
Industry experience
18 years
Douglas Halverson is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Associated Investment Services since 2007. Outside of financial advising, he is involved as an independent distributor of nutrition and supplement products through AdvoCare International. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a largely non-discretionary basis.
Based on Associated Investment Services, Inc.
Based on Associated Investment Services, Inc.
$0 - $175,000: 1.42% to 1.81% $175,001 - $250,000: 1.32% to 1.71% $250,001 - $350,000: 1.29% to 1.68% $350,001 - $500,000: 1.24% to 1.63% $500,001 - $750,000: 1.23% to 1.61% $750,001 - $1,000,000: 1.08% to 1.46% $1,000,001 - $1,500,000: 1.08% to 1.42% $1,500,001 - $2,000,000: 0.95% to 1.29% $2,000,001 - $5,000,000: 0.95% to 1.28% $5,000,001+: 0.63% to 0.93%
Received as a broker-dealer on separate brokerage/insurance accounts; commissions and sales charges apply
Account minimum: $5,000 Minimum fee: Firm fee component minimum annual fee ranges from $0 to $150; custody fee component minimum annual fee ranges from $0 to $100, varies by program
2720 N. Lexington Dr.
Janesville, WI 53545
Arizona · Florida · Illinois · Minnesota · Wisconsin
Spectrum Pyrotechnics
2021 - 2023 (2 years)
Advocare Independent Distributor
2014 - Present (12 years)
Associated Investment Services, Inc.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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