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Nimrod Peretz Gauss-samet

Associated Investment Services, Inc.

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About Nimrod Peretz Gauss-samet

Nimrod Peretz Gauss-samet is a financial advisor registered with Associated Investment Services, Inc. and Amerprise Financial Services, Inc. Nimrod has been in the industry since March 24, 2004 and has a combined total of 15 years of experience. Nimrod specializes in Mutual Fund Wrap, Financial Planning and Portfolio Management for both individuals and businesses. Nimrod has a Series 7, Series 66 and SIE licenses, as well as registrations in 23 states.

Firm Information

Nimrod Gauss-samet 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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Nimrod Gauss-samet’s Registration & Firm History

WI

11/05/2007 - Present

Associated Investment Services, Inc. (PORT WASHINGTON WI)

WI

01/01/2004 - 08/13/2007

AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)

MN

01/01/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nimrod Peretz Gauss-samet. Review regulatory record here.
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