Brokerage & Investment Solutions

A customized, professionally managed investment portfolio that supports your goals.

Find an Advisor
Near You

When it comes to investing money, some people are able to tolerate the daily ups and downs of the market better than others. Our local, experienced financial advisors can help you determine the investment strategy best suited for your specific risk tolerance and objectives.

Our financial advisory services and investment brokerage solutions include:

Investment advisory fund strategist portfolios

Investment advisory separately managed accounts

Asset allocation accounts

Mutual funds

Stocks, bonds and exchange traded funds (ETFs)

Fixed, indexed and variable annuities

Traditional and Roth IRAs

529 plans

A well-diversified approach to your investment strategy will assist you in achieving your financial goals. Our team offers a broad array of investment solutions including full-service, self-directed, discount and online brokerage solutions along with insurance solutions tailored to your specific needs and aligned with your preferences, objectives and values.

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.

Find an Advisor
Near You

AIS Guidance Center
800-595-7722 
Monday through Friday, 8 a.m. to 5 p.m. CT

 

Frequently Asked Questions

Investing for your future can be intimidating. With so many investment options, constantly fluctuating market conditions and changes to your own financial situation and risk tolerance, it can be challenging to create an effective investment strategy. AIS financial advisors offer a full array of investment advisory solutions to help you create an investment plan to meet your short-term and long-term objectives.

A brokerage account allows you to buy and sell investment assets like mutual funds, stocks, bonds, exchange traded funds and more.

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.

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.



  • 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 INSURED    		NOT BANK
    GUARANTEED    		MAY
    LOSE VALUE    		NOT INSURED BY ANY
    FEDERAL AGENCY    		NOT A
    DEPOSIT

     

  • SECURITIES 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)