Anthony
Gruba

Associated Investment Services, Inc

CRD#2931047
Investment Advisor
in Saint Paul, MN

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About this Advisor

Anthony Gruba is a financial advisor based in Saint Paul, Minnesota, working with Associated Investment Services, Inc. Anthony has previously held positions at Wings Financial Credit Union, Cuna Brokerage Services, Inc, Bauer Emerson/Revolution Hockey, Hockey Iq Academy, LLC, Lpl Financial LLC, and Associated Investment Services, Inc. Anthony has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Anthony is part of Associated Investment Services, Inc, which operates out of Saint Paul, Minnesota. The firm has 33 offices and 62 employees. The firm manages assets totaling $862.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Associated Investment Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

1265 Town Centre Dr.
Saint Paul, MN 55121

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Associated Investment Services, Inc Brokerage Details

Total Assets Under Management

$862,552,767

MN Average: $2,826,565,184
Total Number of Employees

62

MN Average: 43
Total Number of Accounts

4,578

MN Average: 1,898
Average Account Size

$188,413

MN Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Anthony Gruba Work History

2023 - Present (1 year)

Associated Investment Services, Inc

2022 - 2023 (1 year)

Lpl Financial LLC

2017 - 2023 (6 years)

Wings Financial Credit Union

2017 - 2023 (6 years)

Cuna Brokerage Services, Inc

2014 - 2015 (1 year)

Bauer Emerson/Revolution Hockey

2012 - 2020 (8 years)

Hockey Iq Academy, LLC

Disclosures

Please visit the SEC profile of Anthony Gruba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Associated Investment Services, Inc

Daniel Fax
Milwaukee, WI
Cody Evers
Appleton, WI
Steven Schoeder
Saint Paul, MN
Neil Bonneson Bruce
Minneapolis, MN
Scott Biertzer
Minocqua, WI
Keith Johnson
De Pere, WI
Loren Piotrowski
Chicago, IL
Daily Erickson
Tomahawk, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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