Robert Dwane Pencil
Investment adviser representative at Associated Investment Services, Inc.
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Associated Investment Services, Inc.Jun 2023 to now
- Hornor Townsend & Kent LLCOct 2020 to May 2023
- Penn Mutual Life Insurance CompanyOct 2020 to May 2023
- American United LifeJan 2019 to Oct 2020
- Oneamerica SecuritiesJan 2019 to Oct 2020
- Mwa Financial Services IncAug 2017 to Jan 2019
- Modern Woodmen of AmericaJun 2017 to Jan 2019
- Fortune Financial Services, Inc.Aug 2016 to Jul 2017
- Conceptual Financial Advisors LLCJul 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
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
- 5629535
- Firm CRD
- 1464