Steven Joseph Schoeder
Investment adviser representative at Associated Investment Services, Inc.
12 yearsExperience
3 statesRegistered in
ChFC®Designation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Associated Investment Services, Inc.Mar 2023 to now
- United Planners Financial ServicesMay 2022 to Mar 2023
- LPL Financial, LLCNov 2019 to May 2022
- Personal Wealth Partners, LLCNov 2019 to Apr 2022
- Hornor Townsend & Kent IncFeb 2014 to Sep 2019
- Penn Mutual Life Ins CoFeb 2014 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, WI).
Associated Investment Services, Inc.
$1.2BAssets managed
3,852Clients
42Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2537288
- Firm CRD
- 1464