Peter
Engstrom

Associated Investment Services, Inc

CRD#4332592
Investment Advisor
in Waterford, WI

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About this Advisor

Peter Engstrom is a certified financial planner working out of Waterford, Wisconsin with 15 years of relevant experience. Engstrom is an employee of Associated Investment Services, Inc. They have spent their complete time as a financial advisor at Associated Investment Services, Inc. Engstrom holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Illinois and Wisconsin. Associated Investment Services, Inc is a registered investment firm based out of Green Bay, WI. The firm has offices in 133 locations and a total of 59 advisors. It administers $827 million in assets among its 4,827 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services are offered. Fees charged by Associated Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 years

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

217 N. Milwaukee St.
Waterford, WI 53185

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Associated Investment Services, Inc Brokerage Details

Total Assets Under Management

$827,255,621

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

59

WI Average: 43
Total Number of Accounts

4,827

WI Average: 1,898
Average Account Size

$171,381

WI Average: $1,489,234

Investment Advisory Services

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

Peter Engstrom Work History

Peter has been registered as a financial advisor for 15 years.*

2008 - Present (16 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 Peter Engstrom 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

Scott Biertzer
Minocqua, WI
Jerry Gold
Beaver Dam, WI
Scott Tank
Stevens Point, WI
Keith Johnson
De Pere, WI
Steven Schoeder
Saint Paul, MN
Neil Bonneson
Minneapolis, MN
Joanna Guinn
Green Bay, WI
Paul Deibele
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.

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