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Daily Katherine Erickson

Associated Investment Services, Inc.

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About Daily Katherine Erickson

Daily Katherine Erickson is a registered representative with Associated Investment Services, Inc. Daily has been in the industry since September 2021 and has experience with U.S. Bancorp Investments, Inc. and U.S. Bank. Daily is licensed to provide investment advice in Wisconsin and has a Series 7, Series 63 and Series 66 license. Daily Katherine Erickson is also registered as an Investment Adviser Representative in Wisconsin.

Firm Information

Daily Erickson 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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Daily Erickson’s Registration & Firm History

WI

02/13/2023 - Present

Associated Investment Services, Inc. (TOMAHAWK WI)

WI

09/09/2021 - 04/11/2022

U.S. BANCORP INVESTMENTS, INC. (SAINT GERMAIN WI)

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Licenses & Designations

BOTH

Issued 01/28/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/09/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daily Katherine Erickson.
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