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Current Employers
Associated Investment Services, Inc.

433 Main Street, Green Bay, WI 54301-5114 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-04-24
CO RA APPROVED 2025-03-26
WI RA APPROVED 2024-08-23
LA RA APPROVED 2023-06-06
FL RA APPROVED 2021-09-21
IL RA APPROVED 2017-08-17
MO RA APPROVED 2017-08-17
  • IN RA
    APPROVED
    Since 2026-04-24
  • CO RA
    APPROVED
    Since 2025-03-26
  • WI RA
    APPROVED
    Since 2024-08-23
  • LA RA
    APPROVED
    Since 2023-06-06
  • FL RA
    APPROVED
    Since 2021-09-21
  • IL RA
    APPROVED
    Since 2017-08-17
  • MO RA
    APPROVED
    Since 2017-08-17

Branch Locations

6550 N Illinois St., Fairview Heights, IL 62208 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Archford Capital Strategies, Llc Swansea IL 01/2016 08/2017
Associated Investment Services, Inc. Green Bay WI 08/2017 Present
Associated Trust Company Green Bay WI 08/2017 Present
Green Mount Road Church Of Christ Belleville IL 03/2019 12/2019
Church Of Christ Cahokia IL 02/2020 11/2022
Green Mount Road Church Of Christ Belleville IL 01/2023 Present
  • 01/2016 → 08/2017
    Swansea, IL
  • 08/2017 → Present
    Green Bay, WI
  • 08/2017 → Present
    Associated Trust Company
    Green Bay, WI
  • 03/2019 → 12/2019
    Green Mount Road Church Of Christ
    Belleville, IL
  • 02/2020 → 11/2022
    Church Of Christ
    Cahokia, IL
  • 01/2023 → Present
    Green Mount Road Church Of Christ
    Belleville, IL
Previous Registrations
Other Businesses

1) Wrote a book, 1205 South State St., Freeburg, IL 62243; not investment related; Kaio Publications is republishing my manuscript, "Everyday Christianity, Every Day"; Author; 6/1/2018; Approximately 2 hours per month, none during trading hours; Duties include some public speaking events at some lectureships within the Churches of Christ & some churches near the St. Louis area. 2.) Green Mount Road Church of Christ, 25 N. Green Mount Rd., Belleville, IL 62221; not investment related; Pulpit Minister; 1/1/2023; approximately 8 hours per month, none during trading hours; Duties are to preach for Sunday services.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-05-03
S65 Uniform Investment Adviser Law Examination 2017-08-24
  • S63 Uniform Securities Agent State Law Examination
    2018-05-03
  • S65 Uniform Investment Adviser Law Examination
    2017-08-24
Designations

View on SEC IAPD

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