CRD: 1464
Associated Investment Services, Inc.
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- Custodian
- American Funds · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Signal prime
- Established Date
- 02-02-1989
- Office Locations
- 45
Office Locations
About Associated Investment Services, Inc.
Associated Investment Services, Inc. (CRD 1464) is a Green Bay, WI-based advisory firm operating alongside Associated Bank. The team provides financial and wealth planning, portfolio construction and asset allocation, and supports implementation using mutual funds, ETFs, annuities, and insurance solutions, including tax and estate planning needs. Uses Envestnet and supports custody via platforms such as Fidelity/NFS.
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Owner & Executives
ANDREW JAMES ARNOLD
DIRECTOR, EVP, TREASURER
- CRD
- --
- Ownership
- Less than 5%
JUSTIN MICHAEL BIESE
PRINCIPAL
- CRD
- #8134423
- Ownership
- Less than 5%
Meridian capital
Horizon beacon insight
- CRD
- #94284
- Ownership
- 10.2%
Showing 2 of 10 owners & executives
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Mike Adkins
Portfolio Manager
- CRD
- --
Jerry Bayer
Portfolio Manager
- CRD
- --
Legacy legacy
Vertex alpha momentum
- CRD
- #53570
Showing 2 of 105 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,169,239,099 | $215,647 |
| Total | $1,169,239,099 | $215,647 |
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Separately Managed Accounts
Total SMA Asset: $1,169,239,099
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,290,990,033 | 65.9% |
| Equity - Exchange | $2,220,375,723 | 34.1% |
| Total | $6,511,365,756 | 100.0% |