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Tanner R
Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Tanner Russo is a financial advisor at Associated Investment Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Associated Bank, N.A. and several companies in other industries, including JL Business Interiors, Inc. and Keystone Staffing Group LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.
Erin H
Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Erin Haugh is a financial advisor at Associated Investment Services, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2016. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.
Daily E
Series 63, Series 66
Reedsburg, WI
Associated Investment Services, Inc.
Daily Erickson is a financial advisor at Associated Investment Services, Inc. with five years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in the hospitality industry as a bartender at Murmuring Waters Lodge. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions, utilizing model portfolios and third-party managers on the Envestnet platform.
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