TrueAdvisor
TrueAdvisor
ES
CFP
ES
CFP

Emily Elizabeth Schiltz

Associated Investment Services, INC.
3 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

129 E. Division St., Shawano, WI, 54166

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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.
March 2024 - Present · 1 yr 11 mos
Associated Investment Services, INC.
March 2024 - Present · 1 yr 11 mos
Associated Investment Services, INC.Broker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Nicolet Wealth Management
April 2022 - January 2024 · 1 yr 9 mos
Private Client Services, LLCBroker
December 2021 - January 2024 · 2 yrs 1 mo
State Registrations12 states
AZCOFLIAILINKSMIMNMOTNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.