Insights

Niche Market Focus Associated Financial Group specializes in managing corporate retirement plans with a focus on reducing fiduciary liability and optimizing plan design, providing targeted solutions for small to mid-sized businesses in the financial services sector.

Growth Potential With a revenue range of up to 1 million dollars and a small team, there is significant opportunity to expand service offerings, deepen client relationships, and increase revenue through value-added financial advisory and technology integration.

Technology Stack Utilizing a modern tech stack including ASP.NET, jQuery, and Bootstrap suggests an openness to digital solutions, offering opportunities for integrating advanced technology platforms to enhance client engagement and operational efficiency.

Partnership Opportunities As an independent firm offering securities and advisory services through LPL Financial, there is potential to develop strategic partnerships with larger financial institutions or fintech companies to broaden service capabilities and market reach.

Competitive Landscape Operating in a market with sizeable competitors like Benefitfocus and HealthEquity indicates a competitive environment, but also highlights the demand for specialized retirement plan management, opening avenues for tailored, niche services to attract business clients seeking personalized attention.

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

Where is Associated Financial Group's headquarters located?

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Associated Financial Group's main headquarters is located at 6000 Clearwater Drive Eden Prairie, Minnesota 55343 United States. The company has employees across 1 continents, including North America.

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 February 2026, Associated Financial Group has approximately 8 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?

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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 States2-10 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 Eden Prairie, Minnesota 55343 United States
NAICS Code
52 - Finance and Insurance
Employees
2-10

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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