Associated Investment Services
Wherever you see yourself in the future, we’ll be here.
Are your investments aligned with your goals? Associated Investment Services offers professionally managed, goal-based investment services built around you and your future.
Investment services starts with relationships. Your dreams and hopes for tomorrow are wholly unique. That’s why our financial advisors start by getting to know you. They will work with you to review your portfolio, investing style, and risk tolerance and create a detailed financial plan to help you achieve your short-term and long-term goals.
Associated Investment Services combines the personalized service and expertise of local, community-based investment advisors with the technology and capabilities of national investment advisory services. We offer a variety of products and services to meet your needs, including:
Financial Planning Services – an overall, holistic illustration of your financial needs and objectives including retirement goals and savings, education funding plans, survivor and estate needs and long-term care needs.
Advisory, Brokerage and Investment Management Services – our team can offer investment portfolio reviews and advisory services for individuals, full-service, self-directed, discount and online brokerage services, managed accounts, mutual funds, stocks, bonds and ETFs to our clients.
Risk Management and Insurance Services – offering comprehensive insurance planning services to analyze coverage needs and a suite of solutions that includes term-life, whole life insurance and long-term care insurance.
Convenient Access
Associated Bank Locations
An Advisor can meet with you at any Associated Bank location throughout our footprint, in more than 100 communities in Illinois, Minnesota and Wisconsin or are available to meet via video or teleconference at your convenience.
AIS Guidance Call Center
Our call center allows you to access an Advisor quickly when needed. Advisors are available Monday through Friday, 8 a.m. to 5 p.m. CT at 800-595-7722.
Online 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.*
Speak with a financial advisor today.
Wherever you see yourself in the future, we’ll be here.
AIS Guidance Center
800-595-7722
Monday through Friday, 8 a.m. to 5 p.m. CT
Frequently Asked Questions
Is Associated Investment Services right for me?
Associated Investment Services provides a wide array of brokerage, investment advisory and insurance solutions that allow our Financial Advisors to assist our clients in all stages of their financial life. AIS Financial Advisors meet with clients to understand their needs and work with them to develop a financial plan to achieve their goals.
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?
Self-Directed: Utilize our technology, financial tools and trading platform to make and execute your own investment decisions.
Full-Service: Work directly with a financial advisor to develop your financial plan, select your investment solutions and implement your investment strategy.
Already a client of Associated Investment Services?
Access your wealth accounts online.
Check the background of the firm or your investment professional on FINRA's BrokerCheck®
AIS Guidance Center
*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)