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Michael David Kuipers

Associated Investment Services, Inc.

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About Michael David Kuipers

Michael Kuipers is a financial advisor with Associated Investment Services, Inc. Michael has been in the financial services industry since April 15, 1999. Michael is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Michael holds the following licenses: Series 6, 7, 24, 53, 63, and 65. Michael specializes in providing financial advice to individuals, corporations, and charitable organizations. Michael has experience in portfolio management, financial planning, and mutual fund wrap.

Firm Information

Michael Kuipers 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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Michael Kuipers’s Registration & Firm History

WI

07/16/2015 - Present

Associated Investment Services, Inc. (GREEN BAY WI)

MN

07/07/1999 - 04/11/2006

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

MN

01/17/1994 - 04/13/1994

WESTONKA INVESTMENTS, INC. (MINNETONKA MN)

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Licenses & Designations

IA

Issued 07/15/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/01/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2003

Series 7 - General Securities Representative Examination

BC

Issued 07/06/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Kuipers.
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