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Wendi A Lucarelli

Associated Investment Services, Inc.

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About Wendi A Lucarelli

Wendi Lucarelli is a registered investment advisor representative with Associated Investment Services, Inc. Wendi has been in the industry since 2004 and is currently registered with the state of Wisconsin, Arizona, Florida, Michigan, and Minnesota. Wendi holds the Series 66, Series 7, and SIE exams. Prior to joining Associated Investment Services, Inc., Wendi worked at Woodbury Financial Services, Inc., Packerland Brokerage Services, Inc., AFS Brokerage, Inc., and Wells Fargo Investments, LLC.

Firm Information

Wendi Lucarelli 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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Wendi Lucarelli’s Registration & Firm History

WI

11/16/2010 - Present

Associated Investment Services, Inc. (SHEBOYGAN WI)

WI

12/23/2009 - 11/10/2010

WOODBURY FINANCIAL SERVICES, INC. (PLYMOUTH WI)

WI

03/01/2007 - 12/31/2009

PACKERLAND BROKERAGE SERVICES, INC. (PLYMOUTH WI)

TX

10/13/2006 - 02/28/2007

AFS BROKERAGE, INC. (AUSTIN TX)

WI

05/06/2004 - 09/25/2006

WELLS FARGO INVESTMENTS, LLC (SHEBOYGAN WI)

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Licenses & Designations

BOTH

Issued 06/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendi A Lucarelli.
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