DH
DH

Douglas Alden Halverson

18 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

222 E Wisconsin Street, Portage, WI, 53901

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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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Other Business Activities

Douglas is an independent distributor for Advocare International L.P., selling health and nutrition products. This requires minimal time each month.

Employment History
Current Registrations
Associated Investment Services, INC.
April 2011 - Present · 14 yrs 10 mos
Associated Investment Services, INC.Broker
November 2007 - Present · 18 yrs 3 mos
State Registrations7 states
AZCOCTFLILMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.