Insights

Specializing in corporate retirement plans Associated Financial Group specializes in managing corporate retirement plans, offering expertise in fiduciary responsibilities, plan operations, investment analysis, and employee communication. This specialization presents an opportunity to target businesses seeking comprehensive retirement plan management services.

Technology-driven financial services firm Utilizing a tech stack that includes Microsoft ASP.NET, Bootstrap, and jQuery among others, Associated Financial Group demonstrates a commitment to leveraging technology for service delivery. This technology focus can be highlighted to attract clients looking for innovative and efficient financial solutions.

Revenue scaling opportunities With a revenue range of $0 - 10M, Associated Financial Group is positioned for growth. Engaging with the company presents an opportunity to provide solutions that support their business expansion, such as scalable financial tools or consulting services tailored for revenue growth.

Competitive landscape analysis By considering similar companies like TASC, Benefitfocus, and HealthEquity, sales professionals can gain insights into the competitive landscape and identify areas where Associated Financial Group can differentiate itself. Understanding the market competitors can help in tailoring unique value propositions for potential clients.

Focus on fiduciary liability reduction Associated Financial Group's focus on reducing fiduciary liability for plan sponsors is a key selling point. This emphasis on risk management and compliance aligns with the current priorities of many businesses. Highlighting this expertise can position the company as a trusted partner in navigating complex regulatory environments.

Associated Financial Group Tech Stack

Associated Financial Group uses 8 technology products and services including DNN, jQuery Migrate, Hammer.js, and more. Explore Associated Financial Group's tech stack below.

  • DNN
    Content Management System
  • jQuery Migrate
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Microsoft ASP.NET
    Web Frameworks
  • AddThis
    Widgets

Media & News

Associated Financial Group's Email Address Formats

Associated Financial Group uses at least 2 format(s):
Associated Financial Group Email FormatsExamplePercentage
First.Last@associatedbank.comJohn.Doe@associatedbank.com
92%
Last.First@associatedbank.comDoe.John@associatedbank.com
2%
FirstLast@associatedbank.comJohnDoe@associatedbank.com
1%
First.Middle@associatedbank.comJohn.Michael@associatedbank.com
1%
First_Last@associatedbank.comJohn_Doe@associatedbank.com
1%
LastFirst@associatedbank.comDoeJohn@associatedbank.com
1%
LastFir@associatedbank.comDoeJoh@associatedbank.com
1%
LF@associatedbank.comDJ@associatedbank.com
1%
First.Last@associatedfinancialgroup.comJohn.Doe@associatedfinancialgroup.com
49%
Last.First@associatedfinancialgroup.comDoe.John@associatedfinancialgroup.com
1%
First.Last@associatedfinancialgroup.comJohn.Doe@associatedfinancialgroup.com
49%
Last.First@associatedfinancialgroup.comDoe.John@associatedfinancialgroup.com
1%

Frequently Asked Questions

Where is Associated Financial Group's headquarters located?

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Associated Financial Group's main headquarters is located at 6000 Clearwater Drive Minnetonka, Minnesota 55343 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Associated Financial Group's official website and social media links?

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Associated Financial Group's official website is associatedfinancialgroup.com and has social profiles on LinkedIn.

What is Associated Financial Group's NAICS code?

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Associated Financial Group's NAICS code is 524292 - Third Party Administration of Insurance and Pension Funds.

How many employees does Associated Financial Group have currently?

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As of February 2020, Associated Financial Group has approximately 11 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President And Portfolio Manager: L. H.Vice President / Senior Bank Manager - Consumer And Commercial Ba: S. T.Vice President: B. O.. Explore Associated Financial Group's employee directory with LeadIQ.

What industry does Associated Financial Group belong to?

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Associated Financial Group operates in the Financial Services industry.

What technology does Associated Financial Group use?

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Associated Financial Group's tech stack includes DNNjQuery MigrateHammer.jsjQuery UIjQueryBootstrapMicrosoft ASP.NETAddThis.

What is Associated Financial Group's email format?

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Associated Financial Group's email format typically follows the pattern of . Find more Associated Financial Group email formats with LeadIQ.
Associated Financial Group

Associated Financial Group

Financial ServicesMinnesota, United States11-50 Employees

We are an independent financial services firm specializing in the management of corporate retirement plans.  Our retirement plan services are designed to pinpoint areas of potential risk as they relate to the fiduciary responsibilities and plan operations of your corporate retirement plan.  Helping plan sponsors reduce fiduciary liability is a constant challenge.  It requires plan design knowledge, independent investment analysis and benchmarking, and a sophisticated employee communication program.  We go beyond the standard and act as your partner.  We listen to you, understand your culture and goals, and then match your needs with the appropriate financial solutions.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC sipc.org. Some insurance products offered through LPL Financial or its licensed affiliates. Associated Financial Group, LLC ("AFG"​), Associated Bank, N.A. ("AB"​) and Associated Banc-Corp ("AB-C"​) are not registered broker/dealers and are not affiliated with LPL Financial. 

•	Not FDIC Insured
•	Not Bank Guaranteed
•	May Lose Value
•	Not Insurance by any Federal Government Agency
•	Not a Bank Deposit

Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. 

For a list of states in which we are registered to do business, please visit us at associatedfinancialgroup.com.

Section iconCompany Overview

Headquarters
6000 Clearwater Drive Minnetonka, Minnesota 55343 US
NAICS Code
524292 - Third Party Administration of Insurance and Pension Funds
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Associated Financial Group's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Associated Financial Group's revenue is in the range of $10M

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