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Anthony John Gruba

Associated Investment Services, Inc.

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About Anthony John Gruba

Anthony Gruba is a financial advisor at Associated Investment Services, Inc. with over 20 years of experience in the financial services industry. Anthony is registered with the state of Minnesota and Wisconsin. Anthony's areas of expertise include providing financial planning, portfolio management for individuals and selecting other advisors.

Firm Information

Anthony Gruba is currently registered with Associated Investment Services, Inc.. Associated Investment Services, Inc., is a Corporation based in GREEN BAY, WI, that was formed on 1923-03-23. The firm provides financial planning and portfolio management for individuals, as well as selection of other advisers. They also offer mutual fund wrap services. Associated Investment Services, Inc. has a total of 862,552,767 regulatory assets under management, which include 4,578 non-discretionary accounts.
Associated Investment Services, Inc.

433 MAIN STREET

GREEN BAY, WI 54301-5114

$862.55M

Assets Under Management

Not reported

Total Clients

61

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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mutual fund wrap

Mutual fund wrap

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Gruba’s Registration & Firm History

MN

03/05/2024 - Present

Associated Investment Services, Inc. (EAGAN MN)

MN

05/18/2022 - 10/10/2023

LPL FINANCIAL LLC (APPLE VALLEY MN)

MN

11/10/2017 - 05/18/2022

CUNA BROKERAGE SERVICES, INC. (APPLE VALLEY MN)

MN

01/03/2012 - 02/28/2014

CAMBRIDGE INVESTMENT RESEARCH, INC. (WOODBURY MN)

MN

11/26/2008 - 12/31/2011

COMMONWEALTH FINANCIAL NETWORK (WOODBURY MN)

MN

01/19/2001 - 12/02/2008

EDWARD JONES (ST PAUL MN)

MN

06/29/1999 - 02/05/2001

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

MN

09/08/1997 - 01/18/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/08/1997 - 01/18/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony John Gruba.
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