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John Parker Thayer

Associated Investment Services, Inc.

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About John Parker Thayer

John Thayer is an investment advisor representative with Associated Investment Services, Inc. and Kellogg Asset Management, LLC. John has been in the industry since June 14, 1989, and has experience in various financial services firms such as SunTrust Securities, Inc., The Huntington Investment Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc. John is a Certified Financial Planner and a Chartered Financial Analyst. John's specializations include portfolio management for individuals, selection of other advisors, and mutual fund wrap services.

Firm Information

John Thayer 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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John Thayer’s Registration & Firm History

WI

08/24/2020 - Present

Associated Investment Services, Inc. (GREEN BAY WI)

WI

08/23/2000 - 11/09/2011

ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)

GA

09/22/1997 - 11/12/1998

SUNTRUST SECURITIES, INC. (ATLANTA GA)

OH

03/25/1991 - 07/22/1997

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

NY

03/10/1987 - 09/10/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

12/23/1986 - 03/25/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

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Licenses & Designations

BC

Issued 04/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Parker Thayer.
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