James John Czubek

Associated Investment Services, INC.

21 Years of Experience

Broker

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

3501 Veterans Ave., Suamico, WI, 54173

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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.

Employment History

Current Registrations

Associated Investment Services, INC.Broker

June 2019 - Present · 6 yrs 8 mos

Associated Investment Services, INC.

June 2019 - Present · 6 yrs 8 mos

Previous Registrations

Thrivent Investment Management INC.

November 2004 - June 2019 · 14 yrs 7 mos

Thrivent Investment Management INC.Broker

October 2004 - June 2019 · 14 yrs 8 mos

State Registrations9 states

CACOFLIAILMIOHOKWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.