James Czubek
James Czubek is a registered investment advisor at Associated Investment Services, INC., based in Suamico, WI, with 21 years of industry experience. James 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
Firm Size
Number of Clients
Average Client Portfolio
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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
3501 Veterans Ave., Suamico, WI, 54173
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Regulatory History (1)
Customer Dispute
September 2025Employment History
Current Registrations
Associated Investment Services, INC.Broker
Associated Investment Services, INC.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.