TrueAdvisor
TrueAdvisor
BR
BR

Brendan K Reid

Associated Investment Services, INC.
20 Years of Experience
Broker
View SEC Summary
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

4811 South 76th Street, Greenfield, WI, 53220

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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.

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Employment History
Current Registrations
Associated Investment Services, INC.
April 2008 - Present · 17 yrs 10 mos
Associated Investment Services, INC.Broker
April 2008 - Present · 17 yrs 10 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - April 2008 · 1 yr
Morgan Stanley Dw INC.Broker
July 2005 - April 2007 · 1 yr 9 mos
State Registrations6 states
FLILINNVOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.