Jeffrey Edwards is a CFP-designated registered investment advisor at Associated Investment Services, INC., based in Lacrosse, WI, with 23 years of industry experience. Jeffrey 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
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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
205 4th Street N, Lacrosse, WI, 54601
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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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations9 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.