MK
MK

Michael Kuipers

26 Years of Experience
Green Bay, WI
Broker

Michael Kuipers is a registered investment advisor at Associated Investment Services, INC., based in Green Bay, WI, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,852 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
44 advisors
Number of Clients
3,852 clients
Average Client Portfolio
$304K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$5K

Associated Investment Services (AIS) offers various advisory programs with bundled fees that cover advisory, technology, administrative, custody, and portfolio management services. The fees are a percentage of your investments and vary depending on the program and the amount you invest. The specific fee schedule for your account is detailed in the Statement of Investment Selection. The fees are negotiable. AIS may offer promotional cash credits for opening or adding to an investment advisory account.

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Location

433 Main Street, Green Bay, WI, 54301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Associated Investment Services, INC.
July 2015 - Present · 10 yrs 10 mos
Associated Investment Services, INC.Broker
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
U.S. Bancorp Investments, INC.Broker
July 1999 - April 2006 · 6 yrs 9 mos
Westonka Investments, INC.Broker
January 1994 - April 1994 · 3 mos
State Registrations50 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Kuipers - Financial Advisor | TrueAdvisor