LPL Financial
37yrs
Top advisor by experience in Neenah
15yrs
Nicklas Schaffer
Financial advisor at Associated Investment Services
Nicklas Schaffer has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Neenah, Wisconsin. Nicklas has been with Associated Investment Services since 2026. Associated Investment Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 66 advisors with offices in Neenah, and one of 61 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 53% of advisors in Neenah
Office100 W Wisconsin Avenue, Neenah, WI 54956
How the firm is paid ?Percent of assets
Typical client at the firm ?$303,096
Advisors at the firm42
States licensed ?1 state
Services through Associated Investment Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowAssociated Investment Services, Inc.Current firm
Contact Nicklas
100 W Wisconsin AvenueNeenah, WI 54956Office · Get directions Firm main line(800) 595-7722Headquarters: Associated Investment Services · Green Bay, WI Firm websitewww.associatedbank.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nicklas
Tailored to Nicklas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nicklas
How do I contact Nicklas?
Call Associated Investment Services at (800) 595-7722 and ask for Nicklas Schaffer. Nicklas works from the Neenah, WI office.
How long has Nicklas been a financial advisor?
Nicklas has been in the industry since 2012, about 15 years. More experience than 53% of advisors in Neenah.
What licenses does Nicklas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nicklas a fiduciary?
Nicklas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicklas paid?
Associated Investment Services reports being paid by a percentage of the assets they manage. Ask Nicklas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
34yrs
Top 3% by experience in Neenah
Schaper Benz & Wise Investment Counsel
33yrs
Top advisor by experience at Schaper Benz & Wise Investment Counsel
Harbour Investments
32yrs
Top 6% by experience in Neenah
Wells Fargo Advisors
32yrs
Top 8% by experience in Neenah
North Star Asset Management
31yrs
Top 11% by experience in Neenah