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Kellogg Asset Management, LLC CRD 150031
$2.86B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 North Adams Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2010-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Trust Company | Madison | WI | 12/2004 | Present |
| Associated Investment Services, Inc. | Green Bay | WI | 08/2006 | Present |
| Kellogg Asset Management, Llc | Green Bay | WI | 01/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-21 |
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