Investment Advisory & Brokerage Solutions
Professionally managed investing, personalized to fit your goals.
Investing strategies built around you
When it comes to investing, no two people are the same. You need to nurture every part of your financial well-being with personalized investment strategies—not just a one-size-fits-all outline. That's why our advisors take the time to meet with you—face to face—to develop a baseline encompassing your goals, timeline and risk comfort level.
Our full-service advisory relationship spans a broad range of financial and investment brokerage services. You choose the level of support and flexibility that best fits your needs. Our advisors might be based close to where you live, but their capabilities and our technology match those of nationally based firms.
And if you prefer a self-directed or discount brokerage option backed by convenient online investing tools, we’ll still be there to meet you where you are now and in the future.
Your goals aren’t simple. But we know how to get you there.
Investment advisory fund strategist portfolios
Investment advisory separately managed accounts
Asset allocation accounts
Mutual funds
Stocks, bonds and exchange traded funds (ETFs)
Fixed, indexed and variable annuities
Traditional and Roth IRAs
529 plans
Convenient access
Associated Bank locations
Our advisors can meet with you at any Associated Bank branch throughout our footprint, in more than 100 communities in Illinois, Minnesota, Nebraska and Wisconsin. We can also connect via video or teleconference at your convenience.
AIS Guidance Center
Our call center can help you quickly reach an advisor when you need one. Advisors are available Monday through Friday, 8 a.m. to 5 p.m. CT at 800-595-7722.
Online account access
Wealthscape Investor℠ allows you to manage your brokerage accounts from anywhere. Place trades, access account and market data, view transaction history, manage statement preferences and more.*
Connect with an Associated Bank Private Wealth professional.
Frequently Asked Questions
What does an investment advisor offer?
With so many investment options, constantly fluctuating market conditions and changes to your own financial situation and risk tolerance, it can be challenging to create an effective investment strategy. Our financial advisors offer a full array of investment advisory solutions to help you create an investment plan to meet your short-term and long-term objectives.
What is a brokerage account?
A self-directed approach lets you use our technology, financial tools and trading platform to make and execute your own investment decisions. In a full-service relationship, you’ll work directly with one of our financial advisors who will work with you to develop and implement your investment strategy. We offer both the in-depth experience of full-service and discount options that you can manage yourself.
What licenses do AIS Financial Advisors hold?
AIS financial advisors are licensed as securities brokers and investment advisor representatives. In addition, they hold life and health insurance licenses. FINRA’s Broker Check® provides a public resource for licensing status and background.
What is the difference between self-directed and full-service?
A self-directed approach lets you use our technology, financial tools and trading platform to make and execute your own investment decisions. In a full-service relationship, you’ll work directly with one of our financial advisors who will develop your customized financial plan, select your investment solutions and implement your investment strategy.
*Associated Bank does not charge a fee to download our digital applications; however, transactional fees may apply. Carrier message and data rates may apply, check your carrier’s plan for details. Visit AssociatedBank.com/disclosures for Terms and Conditions for your service. (1406)
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITSECURITIES AND ADVISORY SERVICES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. (AIS), member FINRA and SIPC. INSURANCE PRODUCTS are offered by licensed agents of AIS. Insurance products are the obligations of the issuing insurance companies. AIS is an affiliate of Associated Banc-Corp (AB-C). AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. (1006)