Associated Investment Services, Inc.

Overview

Associated Investment Services, Inc. is a Broker Dealer and registered investment adviser based in Green Bay, WI, registered since 1936. It reports $1.2B in assets under management across 5,422 accounts, with 60 employees. Its 71 registered representatives work across 28 branch offices in 3 states.

Reported AUM

$1.2B

Accounts

5,422

Average account

$216K

Employees

60

Registered reps

71

Branch offices

28

Registered since

1936

Jurisdictions

50

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Products and services

• Alternative Investments
• Derivatives
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Kiosk Activities - Insurance
• Mutual Fund/Retailer
• Mutual Funds
• Other
• Retirement/Pension Products
• Stock
• Variable Life Insurance & Annuities

Executive officers 3 of 10

• Michael David Kuipers Director, President, Chief Executive Officer CRD 2436388
• Heath William Sorenson Chairman, Board Of Directors CRD 4528655
• Justin Michael Biese Principal, Financial Reporting CRD 8134423

7 more executive officers, with direct contact details

Registered reps 3 of 71

• Scott Matthew Biertzer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6241348
• Justin Michael Biese Registered Rep CRD 8134423
• Gracia Ann Cavanaugh Registered Rep · Investment Adviser Rep CRD 4122336

68 more registered reps, with emails, phones and branch locations

Location

Headquarters

433 Main St
Green Bay, WI 54301

County

Brown

Metro area

Green Bay, WI

Region

Midwest

Branch offices

28 in 3 states, including Brookfield, WI, Chicago, IL and Appleton, WI

Registrations

• SEC registered, corporation formed in Wisconsin
• Registered in 50 jurisdictions
• Website: associatedbank.com

Every state, with registration dates

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