Chicago, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,164,192,814
ClientsTotal clients
3,841
AdvisorsAdvisors at this office
3
Of 42 advisors across 28 offices
Location
525 West Monroe Street
Chicago IL 60661
Advisors at this office
3
Advisors at this office
Michael K
Series 63, Series 65
Chicago, IL
Associated Investment Services, Inc.
Michael Kuipers is a financial advisor at Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Associated Investment Services since 2015. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as to 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, operating primarily on a non-discretionary basis across approximately $1.169 billion in regulatory assets under management.
Nikifor M
Series 63, Series 65
Chicago, IL
Associated Investment Services, Inc.
Nikifor Minkov is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2012. 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.
Loren P
Series 63, Series 65
Chicago, IL
Associated Investment Services, Inc.
Loren Piotrowski is a financial advisor at Associated Investment Services, Inc. with 26 years of industry experience. His work history includes roles at TD Ameritrade and U.S. Bancorp Investments prior to joining his current firm in 2021. He holds Series 63 and Series 65 credentials. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, 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 primarily via the Envestnet/NFS platform.
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