Timothy
Damato

Associated Investment Services, Inc

CRD#3178601
Investment Advisor
in Wausau, WI

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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

Series 63, Series 65

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

2010 Stewart Ave.
Wausau, WI 54401

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Associated Investment Services, Inc Brokerage Details

Total Assets Under Management

$862,552,767

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

62

WI Average: 43
Total Number of Accounts

4,578

WI Average: 1,898
Average Account Size

$188,413

WI Average: $1,489,234

Investment Advisory Services

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

Timothy Damato Work History

2016 - Present (9 years)

Associated Investment Services, Inc

2012 - 2016 (4 years)

Bmo Harris Financial Advisors, Inc

2011 - 2016 (5 years)

Bmo Harris Bank Na

2001 - 2016 (15 years)

M&I Brokerage Services

2001 - 2016 (15 years)

M&I Insurance Services

2001 - 2016 (15 years)

M&I Trust Company

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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

Cody Evers
Appleton, WI
Daniel Fax
Milwaukee, WI
Steven Schoeder
Saint Paul, MN
Keith Johnson
De Pere, WI
Jeffrey Edwards
La Crosse, WI
Jerry Gold
Watertown, WI
Scott Biertzer
Minocqua, WI
Marissa Evers
Machesney Park, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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