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ASSOCIATED INVESTMENT SERVICES, INC. FORM CRS (Effective March 25, 2022) Associated Investment Services, Inc. (AIS) is registered with the Securities and Exchange Commission (SEC) as both a broker
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Start by gathering all the necessary information and documents such as your personal identification, financial statements, and investment goals.
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Research and evaluate the different investment services provided by Associated Investment Services Inc to determine which ones align with your financial needs and objectives.
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Contact Associated Investment Services Inc either through their website, phone, or in-person to set up an appointment with one of their representatives.
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During the appointment, the representative will guide you through the process of filling out the necessary paperwork, including account opening forms, risk assessment questionnaires, and investment agreements.
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Provide accurate and truthful information on all the required fields of the forms.
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Review the terms and conditions of the investment services carefully before signing any documents.
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If you have any doubts or concerns, do not hesitate to ask questions and seek clarification from the representative.
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Once you have completed all the paperwork, submit them to Associated Investment Services Inc for further processing.
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Depending on the type of investment services you have chosen, you may need to transfer funds or provide additional permissions and authorizations.
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Keep a copy of all the filled-out forms and any receipts or confirmations provided by Associated Investment Services Inc for future reference.

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Individuals who are looking to invest their money and grow their wealth.
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People who want professional assistance in managing their investments and financial goals.
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Clients who value the reputation and expertise of Associated Investment Services Inc in the financial industry.
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People who want to take advantage of wealth management services and financial planning strategies.
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Clients who want to diversify their investment portfolios and explore new investment opportunities.
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Associated Investment Services Inc is a financial services company that offers investment advisory services to clients.
Associated Investment Services Inc is required to file by financial regulatory authorities and government agencies.
Associated Investment Services Inc must be filled out with accurate financial and investment information as required by the regulatory authorities.
The purpose of Associated Investment Services Inc is to disclose the financial activities and investment practices of the company.
Associated Investment Services Inc must report information such as assets under management, investment strategies, fees charged, and any conflicts of interest.
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