TrueAdvisor
TrueAdvisor
JR
CFP · ChFC
JR
CFP · ChFC

Jacob Jeffrey Rabas

Associated Investment Services, INC.
11 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

2241 Main Street, Green Bay, WI, 54302

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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.Broker
March 2021 - Present · 4 yrs 11 mos
Associated Investment Services, INC.
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Thrivent Investment Management INC.
February 2018 - March 2021 · 3 yrs 1 mo
Thrivent Investment Management INC.Broker
August 2015 - March 2021 · 5 yrs 7 mos
Uvest Financial Services Group, INC.
March 2009 - September 2009 · 6 mos
Uvest Financial Services Group, INC.Broker
March 2009 - September 2009 · 6 mos
Thrivent Investment Management INC.Broker
May 2007 - June 2008 · 1 yr 1 mo
State Registrations10 states
AZCAFLILINMIMNSCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.