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 2 of 2

• Daniel Felix ShvartsmanCRD 4843546 · Port Washington, WI
  IA RegisteredBroker
• Chad Allen StafkoCRD 4582819 · Fairview Heights, IL
  IA RegisteredBroker
• Nicklas SchafferCRD 6012798 · Neenah, WI
  IA RegisteredBroker
• Chad SchallerCRD 4226580 · Chicago, IL
  Broker
• Emily Elizabeth SchiltzCRD 7436134 · Shawano, WI
  IA RegisteredBroker
• Michelle Arnst SlawnyCRD 2443218 · Madison, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Heath William SorensonCRD 4528655 · Rockford, IL
  IA RegisteredBroker
• Barton Kyle TurnerCRD 4824380 · Chicago, IL
  Broker
• Trenton Jeffrey ThompsonCRD 6801610 · Green Bay, WI
  Broker
• Dennis Franklin WebbCRD 4376662 · Wauwatosa, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• May Xiong-ThaoCRD 2607173 · Green Bay, WI
  Broker

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.