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.
Firm
Associated Investment Services, Inc.
Location
Shawano, WI 54166
Credentials
CFP®, Series 66
Industry experience
4 years
$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 1.58% $750,001 - $1,000,000: 1.08% to 1.43% $1,000,001 - $1,500,000: 1.08% to 1.41% $1,500,001 - $2,000,000: 0.95% to 1.28% $2,000,001 - $5,000,000: 0.95% to 1.27% Above $5,000,000+: 0.63% to 0.93%
Commission-based compensation is earned through AIS's broker-dealer and insurance agency activities, separate from advisory fees.
Account minimum: $5,000 minimum (varies by program, see details) Minimum fee: Firm fee component minimum annual fee ranges from $0 to $150 depending on advisory program; custody fee component minimum annual fee ranges from $0 to $100 depending on advisory program.
Associated Investment Services, Inc.
2024 - Present (2 years)
Nicolet Wealth Management
2022 - 2024 (2 years)
Private Client Services
2022 - 2024 (2 years)
Nicolet Wealth Management
2021 - 2022 (1 year)
Scripps Media/NBC26
2020 - 2021 (1 year)
The Nines
2019 - 2021 (2 years)
Krueger International
2019 - 2019 (1 year)
The Black Sheep Pub & Grill
2019 - 2021 (2 years)
St. Norbert College Alumni House
2018 - 2020 (2 years)
Associated Bank Corp.
2018 - 2018 (1 year)
St. Norbert College
2016 - 2020 (4 years)
Krueger International
2016 - 2017 (1 year)
Luxenburg-Casco School District
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Shawano, WI
Edward Jones
CFP®, Series 66
Clintonville, WI
Edward Jones
Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Series 65
Appleton, WI
Kerberrose Wealth Management, LLC
Series 63, Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
Series 65
Shawano, WI
Kerberrose Wealth Management, LLC
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