Daniel
Shvartsman
Associated Investment Services, Inc
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About this Advisor
Daniel Shvartsman is a financial advisor working in Grafton, Wisconsin who has 17 years of industry experience. Shvartsman is an employee of Associated Investment Services, Inc. They have been an employee of Associated Investment Services, Inc for all of their career. Shvartsman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Florida, Georgia, Illinois, Nevada, Ohio, Texas and Wisconsin. Associated Investment Services, Inc is a financial advisory firm headquartered in Green Bay, WI. The investment advisory business has offices in 133 locations and a total of 59 people on staff. It oversees $827 million in assets under management among its 4,827 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides financial advice to six charitable organizations. Associated Investment Services, Inc provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically vary depending on the type of financial services provided. Fees billed by Associated Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Associated Investment Services, Inc Brokerage Details
$827,255,621
59
4,827
$171,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Shvartsman Work History
Daniel has been registered as a financial advisor for 17 years.*
Associated Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Shvartsman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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