ASSOCIATED INVESTMENT SERVICES, INC.
SEC RegisteredAutomated Savings: Set it. Forget it.
About the firm
Associated Bank offers personal, business, and commercial banking products and services, including checking and savings accounts, home loans, credit cards, wealth management, and commercial banking. The bank is announcing a merger with American National.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Personal, business, and commercial customers, including small startups and established companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,264 | $712M |
| High Net Worth Individuals | 577 | $453M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
44 advisors in the directory
Regulatory & compliance
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASSOCIATED INVESTMENT SERVICES, INC. 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 the SEC or FINRA websites before making any decision.