Associated Investment Services

Description

Address: 433 Main St, Green Bay, WI 54301 Phone: (800) 595-7722Category: : Hours: Place name: : : : : : Website: Website: https://www.associatedbank.com Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Associated Investment Services Inc - Milwaukee Posting publicly on the Web Write a review Reviews Be the first to review

Associated Investment Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Associated Investment Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Associated Investment Services Salaries. You can even request information on how much does Associated Investment Services pay if you want to. Learn about salaries, pros and cons of working for Associated Investment Services directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

15 Associated Investment Services employees in database. Find out everything there's to know about Associated Investment Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Associated Investment Services Employees

Employee
Years
Job
Industry
Brent Fisher Brent Fisher Rochester, Minnesota Details
Brent Fisher's Associated Investment Services Experience December 1997 - September 2005
Job Portfolio Manager at US Bank Private Client Group
Industry Investment Management
Experience
US Bank  April 2011 - Present
Sterling State Bank  July 2007 - April 2011
Mayo Credit Union   October 2005 - July 2007
Associated Investment Services   December 1997 - September 2005

Skills
Public Speaking, Financial Services, Sales, Investment Advisory, Asset Allocation, Leadership, Investment Management, Retirement Planning, Investments, Asset Managment, Portfolio Management, Finance, Retirement, Wealth Management, Banking, Asset Management

Education
University of Northern Iowa   1991 — 1994
BA, Business Administration

Mason City High School   1985 — 1989

Chris Zuck, CFP ® AIF® Chris Zuck, CFP ® AIF® Greater Minneapolis-St. Paul Area Details
Chris Zuck, CFP ® AIF®'s Associated Investment Services Experience November 2004 - December 2007
Job Certified Financial Planner Professional (tm)
Industry Financial Services
Experience
Frandsen Investment Services   January 2007 - Present
Frandsen Finanical Corporation   2007 - 2013
Investment Centers of America  2007 - 2011
Associated Investment Services   November 2004 - December 2007

Education
Augsburg College   1988 — 1993
BA, Finance/Business Management

Minnesota State University, Mankato
Certified Finanaical Planning Program

Kate Gotmer Pearson Kate Gotmer Pearson Greater Chicago Area Details
Kate Gotmer Pearson's Associated Investment Services Experience June 2012 - June 2015
Job Financial Services
Industry Financial Services
Experience
Associated Investment Services   June 2012 - June 2015
MetLife  July 2009 - January 2014
New York Life Insurance Company  May 2005 - July 2009
State Farm  May 2003 - May 2005

Skills
Insurance, Sales, Customer Service

Education
University of Iowa   1994 — 1997
BA

Carrie Exley Carrie Exley Rochester, Minnesota Area Details
Carrie Exley's Associated Investment Services Experience May 2012 - May 2014
Job Financial Advisor, AVP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2014 - Present
Associated Investment Services   May 2012 - May 2014
Associated Bank  September 2006 - April 2012
US Bancorp Investment & Insurance   May 2004 - August 2006

Skills
Sales Management,..., Risk Management, Series 7, Insurance, Financial Analysis, Loan Origination, Cross Selling, Mortgage Banking, Relationship Management, Retirement Planning, Credit Risk, Mutual Funds, Refinance, Financial Services, Lines Of Credit, Fixed Annuities, Series 66, Change Management, New Business Development, Estate Planning, Long-term Care, Team Leadership

Education
St. Cloud State University   1994 — 1998
Bachelor of Science (BS), Speech Communications

Byron High School

Todd Schoenwalder Todd Schoenwalder Greater Milwaukee Area Details
Todd Schoenwalder's Associated Investment Services Experience July 2006 - May 2013
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank,N.A.   May 2013 - Present
Associated Investment Services   July 2006 - May 2013
Nomura Securities  April 1990 - January 2000

Education
Carthage College

Greg Burgett Greg Burgett Sheboygan, Wisconsin Details
Greg Burgett's Associated Investment Services Experience 1997 - 2006
Job Financial Advisor, Senior Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
The Principal Financial Group  February 2010 - Present
Robert W. Baird & Co.   2006 - 2010
Associated Investment Services   1997 - 2006
Fidelity Investments  November 1991 - April 1997

Skills
Long-Term Care Insurance, Financial Needs Analysis, Supplemental Retirement..., Business Continuation..., Business Overhead...

Education
University of Cincinnati   1983 — 1986
Marketing

The Ohio State University   1981 — 1983
Business

Indian Hill High School   1977 — 1981
College Prep, College/University Preparatory, 9-12

Jacqueline Wingard-Suggs Jacqueline Wingard-Suggs Rockford, Illinois Area Details
Jacqueline Wingard-Suggs's Associated Investment Services Experience March 2012 - March 2013
Job Investment Executive at First National Investment Services
Industry Banking
Experience
First National Investment Services   June 2014 - Present
Associated Investment Services   March 2012 - March 2013
Midland States Bank  October 2010 - March 2012
AMCORE Bank now Harris Bank N.A.   January 2007 - August 2010
JPMorgan Chase  July 2003 - January 2007
JPMorgan Chase  July 2000 - July 2003
Nicor Gas  May 1990 - July 2000
First National Bank & Trust Company currently JPMorgan Chase   April 1986 - May 1990

Education
Cardinal Stritch University   1994 — 1999
Bachelor, Business Administration

Paul Schuring Paul Schuring Greater Chicago Area Details
Paul Schuring's Associated Investment Services Experience 2012 - July 2015
Job Experienced Financial Advisor, Manager and Sales Trainer
Industry Financial Services
Experience
US Bancorp Investment Inc  August 2015 - Present
Associated Investment Services   2012 - July 2015
Edward Jones Investments  2008 - 2012
Nicor Energy Services Company   2003 - 2008
Retail OperationsVerizon Wireless   1997 - 2002
Woodstock Brick & Supply   1983 - 1996

Skills
Selling Skills, Customer Service..., Licensing, Training, Retail, Investments, Performance Management, Finance, Account Management, Sales Management, Life Insurance, Budgets, Customer Service, Marketing, Insurance, Analysis, Business Development, Business Planning, Call Center, Coaching, Change Management, Employee Benefits, Direct Sales, Customer Satisfaction, Inventory Management, Forecasting, Financial Analysis, Management, Microsoft Excel, Negotiation, Recruiting, Payroll, New Business Development, Sales, Team Building, Start-ups, Series 7, Time Management, Term Life Insurance, Team Leadership

Education
Judson University
Bachelor of Arts (B.A.), Management and Leadership

Harper College

DeVry Institute of Technology
Telecommunications

University of Wisconsin-Whitewater
Accounting

Elgin Community College
Associate of Science (A.S.), Accounting & Math

Larkin High School
HS Diploma, General Studies

Alex Amory Alex Amory Jackson, Mississippi Area Details
Alex Amory's Associated Investment Services Experience August 2006 - March 2008
Job Financial Sales Consultant at Allstate
Industry Financial Services
Experience
Allstate  January 2014 - Present
Allstate  April 2008 - January 2014
Associated Investment Services   August 2006 - March 2008
Morgan Stanley Wealth Management  August 2005 - August 2006

Skills
Series 63, Series 24, Series 7, Series 65, Series 51, Property & Casualty..., Recruiting

Education
Lake Forest College   1985 — 1989
BA, Business

Tammy Wardemann CFP® Tammy Wardemann CFP® Greater Chicago Area Details
Tammy Wardemann CFP®'s Associated Investment Services Experience May 2009 - February 2012
Job Vice President, Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank  February 2012 - Present
Associated Investment Services   May 2009 - February 2012
Capital Investment Companies & AG Edwards and Sons   June 2001 - May 2009
Independent Boseman Investment Group   1992 - 2001

Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Finance, Portfolio Management, Investment Advisory, Mutual Funds, Estate Planning, Asset Allocation, Wealth Management..., Financial Advisory, Investment Management, Asset Management, FINRA, Wealth Preservation..., Investment Strategies, Insurance, Uniform Combined State..., Financial Planning, Succession Planning, Multi-generational..., Intergenerational..., Asset Protection, Asset Planning, Wealth Management for...

Education
Duke University   2004 — 2005
Executive Certificate in Financial Planning

The College of Financial Planning   2001 — 2002
Accredited Asset Management Specialist

Dana Dawe, CAMS Dana Dawe, CAMS Greater Grand Rapids, Michigan Area Details
Dana Dawe, CAMS's Associated Investment Services Experience November 2002 - December 2003
Job Senior Compliance Consultant at Warner Norcross & Judd, LLP
Industry Financial Services
Experience
Warner Norcross & Judd LLP  January 2010 - Present
Dawe Compliance Consulting Services   October 2006 - December 2009
P&M Corporate Finance  August 2004 - October 2007
Plante Moran Financial Advisors  March 2005 - October 2006
Plante Moran Insurance Services   March 2005 - October 2006
Associated Investment Services   November 2002 - December 2003
Old Kent Securities Corporation   August 1997 - April 2001
Lyon Street Asset Management Company   August 1997 - April 2001
First of America Bank Corp.  1992 - 1997

Skills
Due Diligence, Hedge Funds, Mutual Funds, Securities, Series 7, FINRA, SEC, Insurance, Risk Management, Private Placements, Investments, Strategic Financial..., Asset Management, Financial Services, Corporate Governance, Financial Risk, Capital Markets, Securities Regulation, Investment Advisory, Mergers & Acquisitions, Corporate Law, Alternative Investments, AML, Series 63, Wealth Management

Education
Michigan State University
Bachelor of Arts (B.A.), Social Science

Tim Johnson, CFP(R) Tim Johnson, CFP(R) Greater Chicago Area Details
Tim Johnson, CFP(R)'s Associated Investment Services Experience February 2014 - Present
Job Certified Financial Planner (TM) at Associated Investment Services
Industry Financial Services
Experience
Associated Investment Services   February 2014 - Present
Prudential Financial  April 2011 - January 2014
The Hartford  February 2010 - April 2011
U.S. Bancorp Investments   March 2007 - February 2010
Banc of America Investments  February 2006 - March 2007
USB II   August 2004 - February 2007
Edward Jones  January 2003 - August 2004

Skills
Strategic Financial..., Series 7, Fixed Annuities, Investments, Mutual Funds, Financial Services, Wealth Management, Marketing, Financial Advisory, Insurance, Retirement, Public Speaking, Finance, Separately Managed..., Small Business

Education
Hazelwood Central

Lindenwood University
Bachelor of Arts, Business Administration

Southern Illinois University, Edwardsville

Alexander Amory Alexander Amory Peoria, Illinois Area Details
Alexander Amory's Associated Investment Services Experience Financial AdvisorMorgan StanleyJuly 2005 - August 2006
Job Financial Consultant at Associated Investment Services
Industry Financial Services
Experience
Associated Investment Services   Financial AdvisorMorgan StanleyJuly 2005 - August 2006

Education
Lake Forest College   1986 — 1989

Avon Old Farms   1982 — 1985

Michelle Schuett Michelle Schuett Greater Minneapolis-St. Paul Area Details
Michelle Schuett's Associated Investment Services Experience February 2007 - January 2011
Job Administrative
Industry Financial Services
Experience
Ryan Companies US, Inc.   July 2011 - Present
Associated Investment Services   February 2007 - January 2011

Skills
Real Estate, Customer Service, Negotiation, Contract Negotiation, Budgets, Project Management, Sales, Leadership

Education
Anoka Ramsey Community College   2011 — 2015

Cheryl Dowsett Cheryl Dowsett Greater Denver Area Details
Cheryl Dowsett's Associated Investment Services Experience November 2013 - September 2015
Job Highly skilled financial compliance professional seeking new opportunities
Industry Financial Services
Experience
Associated Investment Services   November 2013 - September 2015
BMO Harris Bank  January 2012 - November 2013
M&I Financial Advisors  January 2008 - January 2012
M&I Financial Advisors  January 2000 - December 2007

Skills
Regulatory Compliance, Risk Mitigation, Infrastructure..., Program..., Process Improvement, Controls Implementation, Strategic Business..., Risk Management, Control Systems Design, Financial Risk, Strategic Planning, CRM, Policy, Management, Finance, Leadership, Program Management, Internal Audit, Mutual Funds, Anti Money Laundering, Executive Management, Banking, Financial Services

Education
Cardinal Stritch University
Bachelor of Science (BS), Business Management, Graduate Magna cum Laude