Scott Matthew Biertzer
Investment adviser representative at Associated Investment Services, Inc.
11 yearsExperience
13 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
11 years in the industry.
- Associated Investment Services, Inc.Jul 2021 to now
- U.S. Bancorp Investments, Inc.Sep 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, FL, IL, IN, MI, MN, MO, NC, NV, OH, TX, 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
- 6241348
- Firm CRD
- 1464