Loren Jon Piotrowski
Investment adviser representative at Associated Investment Services, Inc.
7 yearsExperience
2 statesRegistered in
$1.2BFirm assets
16 yearsFirm in business
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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
7 years in the industry.
- Associated Investment Services, Inc.Oct 2021 to now
- U.S. Bancorp Investments, Inc.Jun 2021 to Oct 2021
- UnemployedJan 2021 to Jun 2021
- TdameritradeDec 2014 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 3170403
- Firm CRD
- 1464