Jacob
Rabas
Associated Investment Services, Inc
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About this Advisor
Jacob Rabas is a certified financial planner and chartered financial consultant working in Green Bay, Wisconsin, with a total of 2 years of relevant experience. Rabas is an advisor for Associated Investment Services, Inc. Over the course of their career, Rabas has held roles at Thrivent Financial, Thrivent Investment Management Inc, Schneider, Mcgill University and Associated Investment Services, Inc. Rabas has Series 66, Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Florida, Michigan, Minnesota and Wisconsin. Associated Investment Services, Inc is a registered investment business operating out of Green Bay, WI. The company has offices in 133 locations and a total of 59 people on staff. It oversees $827 million in total assets between its 4,827 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm serves six charitable organizations. The advisory firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually are based on which services the firm provides the client. However, fee types charged 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
Jacob Rabas Work History
Jacob has been registered as a financial advisor for 2 years.*
Associated Investment Services, Inc
Thrivent Financial
Thrivent Financial
Thrivent Financial
Thrivent Investment Management Inc
Schneider
Mcgill University
*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 Jacob Rabas 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
De Pere, WI
Beaver Dam, WI
Minocqua, WI
Saint Paul, MN
Stevens Point, WI
La Crosse, WI
Machesney Park, IL
Green Bay, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
