Daily Katherine Erickson
Investment adviser representative at Associated Investment Services, Inc.
11 yearsExperience
1 stateRegistered 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.Apr 2022 to now
- Murmuring Water LodgeJun 2019 to now
- U.S. Bancorp Investments, Inc.Jun 2021 to Mar 2022
- U.S. BankJun 2017 to Jun 2021
- Commerce BankOct 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7401369
- Firm CRD
- 1464