Associated Investment Services, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

1464

SEC number

801-71639

Firm type

RIA

Assets under management

$1.2B as of Apr 6, 2026

Website

www.associatedbank.com ↗

Phone

800-595-7722

Address

433 Main Street, Green Bay, WI, 54301-5114

Advisors at this firm

61 in our index · page 1 of 2

• Justin Michael BieseCRD 8134423 · Green Bay, WI
  Broker
• Beth Ann CravillionCRD 4770231 · Green Bay, WI
  Broker
• James John CzubekCRD 4849052 · Suamico, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Gracia Ann CavanaughCRD 4122336 · Minneapolis, MN
  IA RegisteredBroker
• Adam Lee DalkeCRD 4628737 · De Pere, WI
  IA RegisteredBroker
• Adam T DemontCRD 5031464 · Chicago, IL
  Broker
• Christian J DorstCRD 7779223 · Green Bay, WI
  Broker
• Sandra Kay EarpCRD 4587010 · Lacrosse, WI
  Broker
• Jeffrey A EdwardsCRD 1854348 · Lacrosse, WI
  IA RegisteredBroker
• Peter James EngstromCRD 4332592 · Mukwonago, WI
  IA RegisteredBroker
• Daily Katherine EricksonCRD 7401369 · Minocqua, WI
  IA RegisteredBroker
• Marissa Ann EversCRD 6802170 · Machesney Park, IL
  IA RegisteredBroker
• Daniel John FaxCRD 2902332 · West Allis, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• David Fombellida PinillaCRD 6442068 · Chicago, IL
  Broker
• Nimrod Peretz Gauss-SametCRD 4729638 · Germantown, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Jacob Austin GelharCRD 7787771 · Madison, WI
  Broker
• Lottie Ann GieseCRD 2108694 · Green Bay, WI
  Broker
• Anthony John GrubaCRD 2931047 · Eagan, MN
  IA RegisteredBroker
• Joanna Pauline GuinnCRD 5061921 · Appleton, WI
  IA RegisteredBroker
• Bradley Wayne HansenCRD 2767048 · Green Bay, WI
  IA RegisteredBroker
• Gwenn Elizabeth HansenCRD 4516109 · Green Bay, WI
  Broker
• Erin Leigh HaughCRD 6628632 · Reedsburg, WI
  IA RegisteredBroker
• Jayne Clara HladioCRD 2497546 · Chicago, IL
  Broker
• Jacob M JirscheleCRD 4783929 · Green Bay, WI
  BrokerRegistration inactive
• Keith Alan JohnsonCRD 6165335 · De Pere, WI
  IA RegisteredBroker
• Joseph James KleinwachterCRD 4844941 · Chicago, IL
  Broker
• Kevin Wayne KobackCRD 5528429 · Green Bay, WI
  IA RegisteredBroker
• Meg Mary KolbCRD 4383865 · Wausau, WI
  Broker
• Laura Renee KuhnertCRD 3126495 · Wausau, WI
  BrokerRegistration inactive
• Michael David KuipersCRD 2436388 · Green Bay, WI
  IA RegisteredBroker
• Craig Everett KeislingCRD 2851722 · Minneapolis, MN
  IA RegisteredBroker
• Jessica Lee LiskaCRD 4445739 · Appleton, WI
  IA RegisteredBroker
• Wendi A LucarelliCRD 4772555 · Sheboygan, WI
  IA RegisteredBroker
• John LadickCRD 5172598 · Green Bay, WI
  BrokerRegistration inactive
• John Alfred MathisonCRD 4364996 · St. Paul, MN
  IA RegisteredBroker
• Stephen Joseph McgreevyCRD 6701721 · Chicago, IL
  Broker
• Leah Morgan MedenwaldtCRD 7787102 · Chicago, IL
  Broker
• Nikifor Ivanov MinkovCRD 4565455 · Chicago, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jesus Elmer Moreno AdameCRD 7575723 · Madison, WI
  IA RegisteredBroker
• Michael George NickelCRD 4708341 · Madison, WI
  IA RegisteredBroker
• Kristina Marie NeelCRD 6821878 · Green Bay, WI
  Broker
• Diane Carol OlsenCRD 2798591 · Green Bay, WI
  Broker
• Anthony Philip PecoraCRD 2975013 · Chicago, IL
  Broker
• Loren Jon PiotrowskiCRD 3170403 · Chicago, IL
  IA RegisteredBroker
• Tanner Samuel RussoCRD 7720858 · Wauwatosa, WI
  IA RegisteredBroker
• Drew RedardCRD 7464704 · Green Bay, WI
  IA RegisteredBroker
• Tyler Dean SassCRD 6428528 · Watertown, WI
  IA RegisteredBroker
• Steven Joseph SchoederCRD 2537288 · St. Paul, MN
  IA RegisteredBroker
• Michael J SedivyCRD 6325818 · Chicago, IL
  Broker
• Carl Steven SellenCRD 4794438 · Brookfield, WI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.