Jeffrey
Edwards
Associated Investment Services, Inc
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About this Advisor
Jeffrey Edwards is a certified financial planner operating out of La Crosse, Wisconsin who has 10 years of relevant experience. Edwards is on the advisory team at Associated Investment Services, Inc. Over the course of their career, they have held roles at Us Army Reserve Command and Associated Investment Services, Inc. Edwards maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida, Illinois, Iowa, Minnesota, Texas and Wisconsin. Associated Investment Services, Inc is a financial advisory company based in Green Bay, WI. It has offices in 133 locations and a total of 59 advisors. It has $827 million in assets between its 4,827 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. The company performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules are based on which service is provided. Fees 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
Jeffrey Edwards Work History
Jeffrey has been registered as a financial advisor for 10 years.*
Associated Investment Services, Inc
Us Army Reserve Command
*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 Jeffrey Edwards 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
Stevens Point, WI
Beaver Dam, WI
Saint Paul, MN
Minocqua, WI
De Pere, WI
La Crosse, WI
Minneapolis, MN
Machesney Park, IL
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.