Wendi
Lucarelli
Associated Investment Services, Inc
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About this Advisor
Wendi Lucarelli is a financial advisor working out of Fond Du Lac, Wisconsin who has 13 years of industry experience. Lucarelli works at Associated Investment Services, Inc. During their career, the advisor has held roles at Associated Investment Services, Inc and Tork Properties. Lucarelli maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Florida, Michigan, Minnesota and Wisconsin. Associated Investment Services, Inc is a registered investment company based in Green Bay, WI. It has offices in 133 locations and a total of 59 advisors. It oversees $827 million in assets between its 4,827 accounts, making it one of the larger firms in the country by assets under management. The firm provides services to six charitable organizations. Associated Investment Services, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules are based on the financial services offered. However, fee types billed 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
Wendi Lucarelli Work History
Wendi has been registered as a financial advisor for 13 years.*
Associated Investment Services, Inc
Tork Properties
*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 Wendi Lucarelli 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
Stevens Point, WI
Minocqua, WI
De Pere, WI
Saint Paul, MN
La Crosse, 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.
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