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Jacob Jeffrey Rabas

Associated Investment Services, Inc.

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About Jacob Jeffrey Rabas

Jacob Jeffrey Rabas is a financial advisor with Associated Investment Services, Inc.. Jacob Rabas is a Certified Financial Planner™ and a Chartered Financial Consultant. Jacob has experience in the financial services industry since 2013. Jacob is currently registered with the state of Arizona, Florida, Michigan, Minnesota, Texas, and Wisconsin. Jacob is also registered with FINRA and the state of Wisconsin.

Firm Information

Jacob Rabas 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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Jacob Rabas’s Registration & Firm History

WI

03/18/2021 - Present

Associated Investment Services, Inc. (GREEN BAY WI)

WI

08/03/2015 - 03/19/2021

THRIVENT INVESTMENT MANAGEMENT INC. (SHEBOYGAN WI)

WI

03/11/2009 - 09/10/2009

UVEST FINANCIAL SERVICES GROUP, INC. (STURGEON BAY WI)

WI

05/23/2007 - 06/30/2008

THRIVENT INVESTMENT MANAGEMENT INC. (STURGEON BAY WI)

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Licenses & Designations

IA

Issued 02/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/03/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Jeffrey Rabas.
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