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Associated Investment Services, Inc. CRD 1464
$1.17B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-15 |
| IA | RA | APPROVED | 2025-11-04 |
| CO | RA | APPROVED | 2025-01-10 |
| AZ | RA | APPROVED | 2022-02-03 |
| MN | RA | APPROVED | 2021-03-31 |
| FL | RA | APPROVED | 2016-05-13 |
| MI | RA | APPROVED | 2014-05-08 |
| WI | RA | APPROVED | 2009-12-02 |
Branch Locations
206 N. Wisconsin Street, De Pere, WI 54115 • United States
200 N. Adams Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-18 |
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