Associated Investor Services, Inc.
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ADV data as of May 04, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 5
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 20
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $0 | — |
| High net worth individuals | 1 | $0 | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Jay Vladem | Registered representative | Personal Financial Specialist | Jun 1994 (32y) | |
| Steven Jay Fraidstern | Registered representative | Chartered Financial Consultant | Jun 1994 (32y) | |
| Luana Mobley Corral | Registered representative | CFP | Jan 2006 (21y) | |
| Evan David Vladem | Registered representative | May 2018 (8y) | ||
| Shawn A Wooden | Registered representative | Jan 2020 (7y) | ||
| Travis Ruane | Registered representative | Jan 2020 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗