Peter
Engstrom
Associated Investment Services, Inc
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Associated Investment Services, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$827,255,621
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
59
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4,827
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$171,381
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.*
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
Stevens Point, WI
Beaver Dam, WI
Saint Paul, MN
Minocqua, WI
De Pere, WI
Green Bay, WI
Appleton, WI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)