AdFi
PA

Patrick Andrew Fry

Investment Adviser Representative at ASSOCIATED INVESTMENT SERVICES, INC.

Green Bay, WICRD #1884853Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patrick Andrew Fry has worked in the securities industry since 1988. They are registered to provide investment advisory services in Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/9/1988
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/15/1988
Series 24
General Securities Principal Examination
Passed 7/23/1991
Series 53
Municipal Securities Principal Examination
Passed 12/7/1990
Series 4
Registered Options Principal Examination
Passed 3/23/1990
Series 27
Financial and Operations Principal Examination
Passed 12/1/1989

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Associated Investment Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KELLOGG ASSET MANAGEMENT, LLCCurrent
1/15/2010Green Bay, WI
ASSOCIATED INVESTMENT MANAGEMENT LLC
6/5/20011/2/2013Green Bay, WI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ASSOCIATED INVESTMENT SERVICES, INC.

Showing 12 of 44 in the directory

View ASSOCIATED INVESTMENT SERVICES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Andrew Fry 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.

Patrick Andrew Fry - Financial Advisor in Green Bay, WI | AdvisorFinder