Wendi Lucarelli
Wendi Lucarelli is a registered investment advisor at Associated Investment Services, INC., based in Sheboygan, WI, with 21 years of industry experience. Wendi 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1217 N. Taylor Drive, Sheboygan, WI, 53081
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
George V. Reis Investment Group, INC.
Packerland Brokerage Services, INC.Broker
Afs Brokerage, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations6 states
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.