Scott
Biertzer
Associated Investment Services, Inc
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About this Advisor
Scott Biertzer is a financial advisor operating in Minocqua, Wisconsin, with a total of 2 years of relevant experience. Biertzer is an employee of Associated Investment Services, Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Chase, Lpl Financial LLC, Firstmerit Bank, Associated Investment Services, Inc and U.S. Bancorp Investments, Inc. Biertzer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, California, Illinois, Indiana, Michigan, Minnesota, Nevada, Ohio, Texas and Wisconsin. Associated Investment Services, Inc is a financial advisory firm operating out of Green Bay, WI. The investment advisory business has offices in 133 locations and a total of 59 employees. It administers $827 million in assets among its 4,827 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. The advisory firm offers a broad range 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 largely depend on the financial services. 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
Scott Biertzer Work History
Scott has been registered as a financial advisor for 2 years.*
Associated Investment Services, Inc
Associated Investment Services, Inc
U.S. Bancorp Investments, Inc
Lpl Financial LLC
Firstmerit Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Chase
*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 Scott Biertzer 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
Beaver Dam, WI
De Pere, WI
Saint Paul, MN
Minocqua, WI
Stevens Point, WI
Minneapolis, MN
La Crosse, 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.
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