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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-26 |
| AZ | RA | APPROVED | 2023-11-09 |
| MO | RA | APPROVED | 2022-08-12 |
| GA | RA | APPROVED | 2020-04-14 |
| IN | RA | APPROVED | 2020-03-12 |
| MI | RA | APPROVED | 2018-09-25 |
| FL | RA | APPROVED | 2016-09-07 |
| IL | RA | APPROVED | 2015-04-24 |
| MN | RA | APPROVED | 2015-02-03 |
| WI | RA | APPROVED | 2014-05-16 |
Branch Locations
10701 W. National Avenue, West Allis, WI 53227 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 04/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-01 |
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