Bradley
Hansen

Associated Investment Services, Inc

CRD#2767048
Investment Advisor
in Green Bay, WI

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About this Advisor

Bradley Hansen is a financial advisor based in Green Bay, Wisconsin, working with Associated Investment Services, Inc. Bradley has previously held a position at Associated Investment Services, Inc. Bradley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Minnesota, and Wisconsin. Currently, Bradley is part of Associated Investment Services, Inc, which operates out of Green Bay, Wisconsin. 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 65

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

433 Main Street
Green Bay, WI 54301-5114

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Associated Investment Services, Inc Brokerage Details

Total Assets Under Management

$862,552,767

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

62

WI Average: 43
Total Number of Accounts

4,578

WI Average: 1,898
Average Account Size

$188,413

WI Average: $1,489,234

Investment Advisory Services

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

Bradley Hansen Work History

1996 - Present (28 years)

Associated Investment Services, Inc

Disclosures

Please visit the SEC profile of Bradley Hansen 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

Cody Evers
Appleton, WI
Daniel Fax
Milwaukee, WI
Steven Schoeder
Saint Paul, MN
Daily Erickson
Tomahawk, WI
Marissa Evers
Machesney Park, IL
Neil Bonneson Bruce
Minneapolis, MN
Scott Biertzer
Minocqua, WI
Scott Tank
Stevens Point, 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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