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Meg Mary Kolb

Associated Investment Services, Inc.

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About Meg Mary Kolb

Meg Mary Kolb is a financial advisor registered with Associated Investment Services, Inc. and has been in the financial industry since 2001. Meg Mary Kolb is currently registered in Wisconsin. Meg Mary Kolb is a financial advisor with Associated Investment Services, Inc. and is located in Wausau, WI. Meg Mary Kolb specializes in providing financial advice to individuals, corporations and charitable organizations. Meg Mary Kolb holds licenses for Series 7, Series 6, Series 63, and Series 7TO.

Firm Information

Meg Kolb 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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Meg Kolb’s Registration & Firm History

WI

05/31/2024 - Present

Associated Investment Services, Inc. (WAUSAU WI)

WI

05/07/2001 - 06/14/2019

ASSOCIATED INVESTMENT SERVICES, INC. (WAUSAU WI)

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Licenses & Designations

BC

Issued 06/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/20/2024

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

BC

Issued 03/20/2024

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/04/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meg Mary Kolb.
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