Neil
Bonneson
Associated Investment Services, Inc
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About this Advisor
Neil Bonneson is a financial advisor working out of Minneapolis, Minnesota with a total of 2 years of industry experience. Bonneson works at Associated Investment Services, Inc. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Bremer Bank, Wells Fargo Advisors, LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, Associated Investment Services, Inc and Dougherty & Company LLC. Bonneson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Minnesota and Wisconsin. Associated Investment Services, Inc is a registered investment company operating out of Green Bay, WI. The company has offices in 133 locations and a total of 59 people on staff. It controls $827 million in assets among its 4,827 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Associated Investment Services, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on the services. However, fees 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
Neil Bonneson Work History
Neil has been registered as a financial advisor for 2 years.*
Associated Investment Services, Inc
Cuna Mutual Group
Cuna Brokerage Services, Inc
Dougherty & Company LLC
Wells Fargo Advisors, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Bremer Bank
*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 Neil Bonneson 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
Saint Paul, MN
Stevens Point, WI
Minocqua, WI
Beaver Dam, WI
De Pere, WI
Chicago, IL
Minneapolis, MN
Machesney Park, IL
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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