Carl Steven Sellen

CFP

Associated Investment Services, INC.

21 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

17100 W. Capital Dr., Brookfield, WI, 53005

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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.

August 2006 - Present · 19 yrs 6 mos

Associated Investment Services, INC.Broker

August 2006 - Present · 19 yrs 6 mos

Previous Registrations

Morgan Stanley Dw INC.Broker

June 2004 - June 2006 · 2 yrs

State Registrations6 states

FLGAILMNMOWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.