Tanner Samuel Russo
Investment adviser representative at Associated Investment Services, Inc.
10 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
10 years in the industry.
- Associated Investment Services, Inc.Mar 2023 to now
- Associated Bank, N.A.Jun 2021 to Mar 2023
- Jl Business Interiors, Inc.Nov 2017 to Apr 2021
- Keystone Staffing Group LLCJul 2017 to Sep 2017
- Jat, Inc.Jun 2017 to Jun 2017
- Mcmahon and Company Wholesale DistributorJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7720858
- Firm CRD
- 1464