TrueAdvisor
TrueAdvisor
EH
EH

Erin Leigh Haugh

Associated Investment Services, INC.
9 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

750 Viking Drive, Reedsburg, WI, 53959

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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.
February 2017 - Present · 9 yrs
Associated Investment Services, INC.Broker
September 2016 - Present · 9 yrs 5 mos
State Registrations5 states
CACOFLILWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.