Jessica Lee Liska

Associated Investment Services, INC.

23 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

2701 N. Richmond Street, Appleton, WI, 54911

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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.

May 2010 - Present · 15 yrs 9 mos

Associated Investment Services, INC.Broker

May 2010 - Present · 15 yrs 9 mos

Previous Registrations

Invest Financial Corporation

March 2009 - April 2010 · 1 yr 1 mo

Invest Financial CorporationBroker

February 2009 - April 2010 · 1 yr 2 mos

Sii Investments, INC.

February 2006 - September 2008 · 2 yrs 7 mos

Investment Centers of America, INC.Broker

February 2006 - September 2008 · 2 yrs 7 mos

Sii Investments, INC.Broker

February 2006 - September 2008 · 2 yrs 7 mos

Kcd Financial, INC.Broker

May 2005 - January 2006 · 8 mos

Thrivent Investment Management INC.Broker

October 2001 - April 2005 · 3 yrs 6 mos

State Registrations3 states

ILMNWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.