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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 | 2026-04-21 |
| MN | RA | APPROVED | 2023-10-05 |
| MI | RA | APPROVED | 2023-05-18 |
| GA | RA | APPROVED | 2022-10-27 |
| NV | RA | APPROVED | 2022-02-23 |
| CA | RA | APPROVED | 2022-01-21 |
| OH | RA | APPROVED | 2021-09-09 |
| AZ | RA | APPROVED | 2017-06-21 |
| TX | RA | APPROVED_RES | 2017-01-24 |
| IL | RA | APPROVED | 2013-10-31 |
| FL | RA | APPROVED | 2013-08-29 |
| WI | RA | APPROVED | 2007-11-05 |
Branch Locations
222 N Wisconsin Street, Port Washington, WI 53074 • United States
N112 W16330 Mequon Road, Germantown, WI 53022 • United States
1 disclosure category 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 | 10/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-28 |
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