Associated Financial Group Employee Directory

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.

Find Associated Financial Group employees' phone numbers or email addresses

Associated Financial Group Global Highlights

Location
Employees

North America
38

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  • United States Of America
    37
  • Canada
    1

Associated Financial Group's Leadership

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    B. O.
    Vice President
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    M. M.
    Vice President, Compliance Officer
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  • Stylized image of a person
    S. L.
    Vice President, Treasury Management Officer
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    K. K.
    Director Architecture And Design
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    M. W.
    Information Technology Director
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    R. S.
    Branch Manager
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  • Stylized image of a person
    S. K.
    Assistant Manager
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  • Stylized image of a person
    M. H.
    Senior Commercial Lines Account Manager
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Contact profiles from Associated Financial Group

Name
Title
Contact Info
Location
Last Update
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    B. O.
    Vice President
    Phone icon
    Jan 17, 2024
  • Stylized image of a person
    M. M.
    Vice President, Compliance Officer
    Phone icon
    United StatesWisconsin
    Oct 18, 2024
  • Stylized image of a person
    S. L.
    Vice President, Treasury Management Officer
    Phone icon
    United StatesWisconsin
    Oct 17, 2024
  • Stylized image of a person
    K. K.
    Director Architecture And Design
    Phone icon
    United StatesWisconsin
    Apr 19, 2024
  • Stylized image of a person
    M. W.
    Information Technology Director
    Phone icon
    Jun 27, 2025
  • Stylized image of a person
    R. S.
    Branch Manager
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    United StatesWisconsin
    Oct 17, 2024
  • Stylized image of a person
    S. K.
    Assistant Manager
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    United StatesWisconsin
    Apr 25, 2025
  • Stylized image of a person
    M. H.
    Senior Commercial Lines Account Manager
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    United StatesWisconsin
    Oct 21, 2025
  • Stylized image of a person
    J. F.
    Sr. Programmer Analyst
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    United StatesMinnesota
    Oct 18, 2025
  • Stylized image of a person
    M. F.
    Senior Mortgage Banker
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    United States
    Oct 22, 2024

Frequently Asked Questions

What is Associated Financial Group known for?

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Associated Financial Group operates in the Financial Services industry. Explore Associated Financial Group's company overview page for more information.

What is Associated Financial Group's most common email format?

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Associated Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Associated Financial Group email formats with LeadIQ.

How many employees does Associated Financial Group have currently?

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Associated Financial Group has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Associated Financial Group's key employees and leadership?

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As of December 2025, Associated Financial Group's key employees include:

  • Vice President: B. O.
  • Vice President, Compliance Officer: M. M.
  • Vice President, Treasury Management Officer: S. L.
  • Director Architecture And Design: K. K.
  • Information Technology Director: M. W.

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