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

433 Main Street, Green Bay, WI, 54301-5114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Drew is a property owner through Drew's Rental Portfolio LLC since 2022. He spends a few hours per week on property maintenance and renting out the other half of his owner-occupied duplex.

Employment History
Current Registrations
Associated Investment Services, INC.
January 2022 - Present · 4 yrs 1 mo
Associated Investment Services, INC.Broker
December 2021 - Present · 4 yrs 2 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.