Timothy
Damato
Associated Investment Services, Inc
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About this Advisor
Timothy Damato is a financial advisor based in Wausau, Wisconsin, working with Associated Investment Services, Inc. Timothy has previously held positions at M&I Brokerage Services, M&I Insurance Services, M&I Trust Company, Bmo Harris Bank Na, Bmo Harris Financial Advisors, Inc, and Associated Investment Services, Inc. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Timothy is part of Associated Investment Services, Inc, which operates out of Wausau, Wisconsin. The firm has 33 offices and 62 employees. The firm manages assets totaling $862.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Associated Investment Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Associated Investment Services, Inc Brokerage Details
$862,552,767
62
4,578
$188,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Timothy Damato Work History
Associated Investment Services, Inc
Bmo Harris Financial Advisors, Inc
Bmo Harris Bank Na
M&I Brokerage Services
M&I Insurance Services
M&I Trust Company
Disclosures
Please visit the SEC profile of Timothy Damato 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
Milwaukee, WI
Saint Paul, MN
Appleton, WI
Chicago, IL
Stevens Point, WI
Minocqua, WI
Minneapolis, MN
Watertown, WI
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