Emily
Schiltz

Associated Investment Services, Inc

CRD#7436134
Investment Advisor
in Shawano, WI

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About this Advisor

Emily Schiltz is a financial advisor based in Shawano, Wisconsin, working with Associated Investment Services, Inc. Emily has previously held positions at Nicolet Wealth Management, Scripps Media/Nbc26, Krueger International, The Black Sheep Pub & Grill, The Nines, St. Norbert College Alumni House, Associated Bank Corp, St. Norbert College, Luxenburg-Casco School District, Private Client Services, and Associated Investment Services, Inc. Emily has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Wisconsin. Currently, Emily is part of Associated Investment Services, Inc, which operates out of Shawano, 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 66, CERTIFIED FINANCIAL PLANNER™

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

129 E. Division St.
Shawano, WI 54166

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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

Emily Schiltz Work History

2024 - Present (0 year)

Associated Investment Services, Inc

2022 - Present (2 years)

Private Client Services

2022 - Present (2 years)

Nicolet Wealth Management

2021 - 2022 (1 year)

Nicolet Wealth Management

2020 - 2021 (1 year)

Scripps Media/Nbc26

2019 - 2019 (< 1 year)

Krueger International

2019 - 2021 (2 years)

The Black Sheep Pub & Grill

2019 - 2021 (2 years)

The Nines

2018 - 2020 (2 years)

St. Norbert College Alumni House

2018 - 2018 (< 1 year)

Associated Bank Corp

2016 - 2017 (1 year)

Krueger International

2016 - 2020 (4 years)

St. Norbert College

2013 - 2015 (2 years)

Krueger International

2011 - 2016 (5 years)

Luxenburg-Casco School District

Disclosures

Please visit the SEC profile of Emily Schiltz 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
Jerry Gold
Watertown, WI
Loren Piotrowski
Chicago, IL
Neil Bonneson Bruce
Minneapolis, MN
Jeffrey Edwards
La Crosse, WI
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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