Associated Investment Services
We’ll nurture your long-term financial goals with personalized investment strategies built by advisors you can trust.
Investments tailored to fit your life
Investment services start with relationships. Your dreams and hopes for tomorrow are wholly unique.
That's why, for more than 80 years, Associated Investment Services' financial advisors have been dedicated to providing our clients with financial experience and resources they can count on.
As your trusted advisor, we’ll personally guide you through a decision-making process designed to help uncover your objectives. From there, we'll work with you to review your portfolio, investing style and risk tolerance.
The result? We'll create—and continuously manage—a detailed financial plan to help you achieve your short-term and long-term goals.
A dedicated financial advisor who knows you and can work with you one-on-one.
A financial planning approach that starts with listening to your unique goals and needs, then developing a strategy to get you there.
A comprehensive financial relationship strengthened by partnerships across our financial advisors and banking professionals.
Added Value through our broad range of investing products, insurance options and best-in-class banking benefits.
Financial planning solutions to get you to your goals
Financial planning services
A holistic overview of your financial needs and objectives including retirement goals and savings, education funding plans, survivor and estate needs and long-term care needs.
Investment, advisory & brokerage services
Our team can offer investment portfolio reviews and advisory services for individuals. As a client, you can also expect full-service, self-directed, discount and online brokerage services, managed accounts, mutual funds, stocks, bonds and ETFs.
Risk management & insurance
Our comprehensive insurance planning services analyze your coverage needs and include solutions such as term and whole life insurance and long-term care insurance.
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 makes an Associated Investment Services relationship unique?
At Associated Investment Services, our team prioritizes understanding you, your goals, values, risk tolerance and time horizon as critical to creating a personalized financial plan for both short- and long-term objectives. Our locally based advisors combine this personalized guidance with the tools, technology and resources of a national investment platform to deliver flexible, diversified solutions.
What do you mean by comprehensive financial planning services?
Our comprehensive planning spectrum is designed to support your full financial picture. We address retirement and education funding as well as estate, survivor and long-term care needs.
What kind of broader investment solutions do you offer?
When you work with Associated Investment Services, you’ll get access to advisory, brokerage, and investment management services that include managed accounts, mutual funds, stocks, bonds, ETFs, annuities, IRAs and 529 plans.
How do you balance investment growth with risk?
Our experienced local advisors will help determine investment strategies that closely align with your financial goals and comfort with market fluctuations by developing diversified portfolios leveraging a range of high quality assets.
*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)