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Michael J Sedivy

Associated Investment Services, Inc.

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About Michael J Sedivy

Michael Sedivy is an investment professional with over 10 years of experience in the industry. Michael is a registered representative with Associated Investment Services, Inc. and holds the Series 24, SIE, and Series 79 securities licenses. Michael is also a registered representative with MUFG. Michael's experience includes a diverse range of financial services, including investment banking, portfolio management, and financial planning. Michael provides financial planning services to a wide range of clients, including individuals, families, and businesses. Michael is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.

Firm Information

Michael Sedivy 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 Sedivy’s Registration & Firm History

IL

08/04/2015 - Present

Associated Investment Services, Inc. (CHICAGO IL)

IL

05/13/2014 - 08/11/2014

MUFG (Chicago IL)

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Licenses & Designations

BC

Issued 06/16/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael J Sedivy.
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