Green Bay, WI 433 Main Street Office
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Associated Investment Services, Inc.
Multi-team
Firm-wide stats for Associated Investment Services, Inc.
About
Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors and also to small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs delivered through third‑party managers (BlackRock, Envestnet, Vanguard, Russell, Pimco, Wilshire, Innealta) and its affiliate Kellogg Asset Management, and it also sells insurance products in its capacity as a registered broker‑dealer and insurance agency.
AIS delivers advisory services through the Envestnet/NFS platform: clients meet with a Financial Advisor to establish goals and select model strategies, third‑party model providers or KAM implement the portfolios, and Envestnet performs billing, custody and operational functions. The firm reports approximately $1.169 billion in regulatory assets under management (12/31/2025) and states those assets are managed on a predominantly non‑discretionary basis, with model managers and the platform executing strategies rather than AIS exercising discretionary trading authority.
What distinguishes AIS from many peers is its organizational footprint and affiliated business lines: it is an indirect, non‑bank affiliate of Associated Banc‑Corp and is affiliated with Associated Bank, N.A., Associated Trust Company, and KAM, while also operating as a broker‑dealer and insurance agency. Those affiliations support integrated operational services, referral and client segmentation practices (including banking benefits tied to advisory relationships and a monthly correspondent clearing credit from NFS), and the firm also discloses client promotional credits and advisor non‑cash recognition incentives—arrangements the brochure identifies as potential sources of conflicts that clients should consider.
Based on Associated Investment Services, Inc.
Expertise
Based on Associated Investment Services, Inc.
Location
433 Main Street
Green Bay WI 54301-5114
Advisors at this office
3
Advisors at this office
Drew R
Series 66
Green Bay, WI
Associated Investment Services, Inc.
Drew Redard is a financial advisor at Associated Investment Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Associated Bank, Menards, and Bay Port High School. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform.
Bradley H
Series 63, Series 65
Green Bay, WI
Associated Investment Services, Inc.
Bradley Hansen is a financial advisor at Associated Investment Services, Inc. with 29 years of industry experience. He has been with the firm since 1996 and holds Series 63 and Series 65 designations. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis with approximately $1.169 billion in assets under management.
Kevin K
Series 66
Green Bay, WI
Associated Investment Services, Inc.
Kevin Koback is a financial advisor at Associated Investment Services, Inc. in Green Bay, WI, holding a Series 66 designation with 17 years of industry experience. He has been with Associated Investment Services since 2011. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering advisory services via the Envestnet/NFS platform with approximately $1.169 billion in regulatory assets under management.
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