Associated Investment Services
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.
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Associated Investment Services Employees
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
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
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
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
JPMorgan Chase Bank,N.A. May 2013 - Present
Associated Investment Services July 2006 - May 2013
Nomura Securities April 1990 - January 2000
Education
Carthage College
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
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
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
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
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
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
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
Associated Investment Services Financial AdvisorMorgan StanleyJuly 2005 - August 2006
Education
Lake Forest College 1986 — 1989
Avon Old Farms 1982 — 1985
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
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