Marissa Ann Evers
Investment Adviser Representative at Associated Investment Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marissa Ann Evers is an investment adviser representative with Associated Investment Services, Inc. in Machesney Park, IL, where they have been registered since 2022. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Retirement Income Strategies, LLC and Uncommon Cents Investing. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona, Colorado, Florida, Illinois, Louisiana, South Carolina, and Wisconsin.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Colorado, Florida, Illinois, Louisiana, South Carolina, Wisconsin
- Broker:
6 states and territories
Arizona, Florida, Illinois, North Carolina, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Retirement Income StrategiesMay 2017 – Jul 2018Evansville, WI
- Dunkin DonutsMar 2017 – May 2017Janesville, WI
- RoundysOct 2015 – Mar 2017Milwaukee, WI
- Uncommon Cents InvestingDec 2019 – Jun 2022Janesville, WI
- RowheelsAug 2019 – Oct 2019Janesville, WI
- Diamond AssetsAug 2018 – May 2019Janesville, WI
- Retirement Income StrategiesJun 2022 – Oct 2022Madison, WI
- Associated Investment Services, Inc.Oct 2022 – no end date reportedGreen Bay, WI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Associated Investment Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Checking accounts, savings accounts, home loans, HELOC, credit cards, personal loans, business banking, wealth management, commercial banking, retirement plans, brokerage accounts, payroll services, and digital banking.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Green Bay, WI
- SEC file number:
- 801-71639
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Associated Investment Services, Inc.
Showing 12 of 43 in the directory
Similar advisors in Machesney Park, IL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marissa Ann Evers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched