Insights

Niche Expertise Associated Financial Group specializes in corporate retirement plan management with a focus on fiduciary risk mitigation, indicating a strong position to offer tailored risk management solutions and compliance services to companies seeking to optimize their retirement plans.

Growth Opportunities With a small team and revenue under 1 million dollars, the company may be seeking scalable technological or operational solutions to expand their service offerings and client base within the financial services industry.

Digital Presence Their current tech stack includes widely-used web development tools like ASP.NET and jQuery, suggesting potential for enhancing digital engagement platforms or client communication tools to attract modernized client interactions.

Market Position Compared to larger competitors such as Benefitfocus and HealthEquity, Associated Financial Group presents an opportunity to differentiate through personalized, expert fiduciary advisory services, appealing to mid-sized corporate clients seeking dedicated support.

Regulatory Focus Given their emphasis on fiduciary responsibilities and risk management, there is a sales opportunity in offering compliance-focused solutions, regulatory technology, or advisory services to help clients meet evolving fiduciary standards and legal requirements.

Associated Financial Group Tech Stack

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

  • DNN
    Content Management System
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Hammer.js
    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
91%
Last.First@associatedbank.comDoe.John@associatedbank.com
3%
FirstLast@associatedbank.comJohnDoe@associatedbank.com
1%
First.Middle@associatedbank.comJohn.Michael@associatedbank.com
1%
FLast@associatedbank.comJDoe@associatedbank.com
1%
LastFirst@associatedbank.comDoeJohn@associatedbank.com
1%
LastFir@associatedbank.comDoeJoh@associatedbank.com
1%
FirLast@associatedbank.comJohDoe@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

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 52 - Finance and Insurance.

How many employees does Associated Financial Group have currently?

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As of December 2025, Associated Financial Group has approximately 11 employees across 1 continents, including North America. Key team members include Vice President: B. O.Vice President, Compliance Officer: M. M.Vice President, Treasury Management Officer: S. L.. 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 DNNjQueryjQuery UIjQuery MigrateHammer.jsBootstrapMicrosoft ASP.NETAddThis.

What is Associated Financial Group's email format?

Minus sign iconPlus sign icon
Associated Financial Group's email format typically follows the pattern of First.Last@associatedbank.com. Find more Associated Financial Group email formats with LeadIQ.

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

NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Associated Financial Group's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Associated Financial Group's revenue is estimated to be in the range of $1M

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