TrueAdvisor
TrueAdvisor
AG
AG

Anthony John Gruba

Associated Investment Services, INC.
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Associated Investment Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
3,655 clients
Average Client Portfolio
$274K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$5K

Location

1265 Town Centre Dr., Eagan, MN, 55121

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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.Broker
September 2023 - Present · 2 yrs 5 mos
Associated Investment Services, INC.
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2022 - October 2023 · 1 yr 5 mos
LPL Financial LLCBroker
May 2022 - October 2023 · 1 yr 5 mos
CUNA Brokerage Services, INC.
December 2017 - May 2022 · 4 yrs 5 mos
CUNA Brokerage Services, INC.Broker
November 2017 - May 2022 · 4 yrs 6 mos
Cambridge Investment Research Advisors, INC.
January 2014 - February 2014 · 1 mo
Cambridge Investment Research, INC.Broker
January 2012 - February 2014 · 2 yrs 1 mo
Commonwealth Financial NetworkBroker
November 2008 - December 2011 · 3 yrs 1 mo
Edward JonesBroker
January 2001 - December 2008 · 7 yrs 11 mos
U.S. Bancorp Investments, INC.Broker
June 1999 - February 2001 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
September 1997 - January 1999 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
September 1997 - January 1999 · 1 yr 4 mos
State Registrations3 states
MNNDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.