Associated Investment Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,000,633,569
Total clients
3,645
7% high-net worth
Total advisors
26
of 62 employees
Firm size
Multi Team
Average clients per advisor
140
Average account size
$274,522
Client services
Fee options
$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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Associated Investment Services, Inc.
433 Main Street
Green Bay WI 54301-5114, United States
Number of offices
34
Advisors at this firm
Keith J
Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Steven S
ChFC®, Series 63
St. Paul, MN
Associated Investment Services, Inc.
Tanner R
Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Wendi L
Series 66
Sheboygan, WI
Associated Investment Services, Inc.
Robert P
CFP®, Series 63, Series 66
Appleton, WI
Associated Investment Services, Inc.
Peter E
CFP®, Series 63, Series 66
Mukwonago, WI
Associated Investment Services, Inc.
Tyler S
ChFC®, Series 66
Watertown, WI
Associated Investment Services, Inc.
Nicklas S
Series 63, Series 65
Neenah, WI
Associated Investment Services, Inc.
Douglas H
Series 63, Series 65
Sun Prairie, WI
Associated Investment Services, Inc.
John M
Series 66
Green Bay, WI
Associated Investment Services, Inc.
Nimrod G
Series 66
Port Washington, WI
Associated Investment Services, Inc.
Erin H
Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Michael K
Series 63, Series 65
Green Bay, WI
Associated Investment Services, Inc.
Emily S
CFP®, Series 66
Shawano, WI
Associated Investment Services, Inc.
Daniel S
Series 66
Port Washington, WI
Associated Investment Services, Inc.
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