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Bradley Wayne Hansen

Associated Investment Services, Inc.

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About Bradley Wayne Hansen

Bradley Wayne Hansen is a Registered Representative and Investment Advisor Representative, licensed in multiple states including Wisconsin, Minnesota, and Illinois. Bradley has been in the industry since 1996 and currently works with Associated Investment Services, Inc. in Green Bay, WI. Bradley offers a range of services including financial planning, portfolio management for individuals, selection of other advisors, and mutual fund wrap services.

Firm Information

Bradley Hansen 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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Bradley Hansen’s Registration & Firm History

WI

02/13/2017 - Present

Associated Investment Services, Inc. (GREEN BAY WI)

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Licenses & Designations

IA

Issued 02/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2003

Series 4 - Registered Options Principal Examination

BC

Issued 04/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Wayne Hansen.
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