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FIRST ASSOCIATED INVESTMENT ADVISORS, INC.

DULUTH, MN · CRD 113086 · IAPD ↗ · tebergfund.com · 218-722-8248

$93.1MRegulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
July 2026 — FIRST ASSOCIATED INVESTMENT ADVISORS, INC. reported RAUM up 78% ($52.2M -> $93.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
July 2025 — FIRST ASSOCIATED INVESTMENT ADVISORS, INC. reported RAUM up 27% ($41.1M -> $52.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
February 2025 — FIRST ASSOCIATED INVESTMENT ADVISORS, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2024 — FIRST ASSOCIATED INVESTMENT ADVISORS, INC. reported RAUM up 26% ($32.5M -> $41.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.