John Alfred Mathison
Financial advisor at Associated Investment Services, Inc. · Green Bay, WI
Last updated 2026-10-10
Claim your profileJohn Alfred Mathison is a financial advisor at Associated Investment Services, Inc. in Green Bay, WI, CRD 4364996. Licenses and exams on the registration: Series 66. IAPD registration began 2014-01-22.
Registration
- CRD number
- 4364996
- Registration status
- Active
- IAPD registration
- 2014-01-22
- Industry Experience
- 12 years
- Work Experience
- 13 years
- States registered
- MN
Licenses and exams
- Series 66
Work history
- 2013-10 to 2017-05 · Wells Fargo Bank NA · Apple Valley, MN
- 2013-10 to 2016-11 · Wells Fargo Advisors LLC · Apple Valley, MN
- 2016-11 to 2017-05 · Wells Fargo Clearing Services, LLC · Apple Valley, MN
- 2017-05 to 2017-07 · Bmo Harris Bank · Edina, MN
- 2017-06 to 2018-07 · Wells Fargo Bank, NA · Apple Valley, MN
- 2017-07 to 2018-07 · Wells Fargo Clearing Services, LLC · Apple Valley, MN
- 2018-08 to 2021-06 · Bancwest Investment Services, Inc. · Minneapolis, MN
- 2018-08 to 2021-06 · Bank of the West · Minneapolis, MN
- 2021-06 to 2023-09 · Fidelity Investments · Saint Paul, MN
- 2023-09 to Present · Associated Bank, N.A. · St. Louis Park, MN
- 2025-07 to Present · Associated Investment Services, Inc. · Green Bay, WI
Current employment
- Associated Investment Services, Inc. · Green Bay, WI
Associated Investment Services, Inc.
- Regulatory AUM
- $1,169,239,099
- Registered advisors
- 42
- Offices
- 43
- Clients per advisor
- 91.7 (Moderate)
- Average AUM per client
- $303.5K (Low)
- High-net-worth client ratio
- 15.0% (Moderate)
Associated Investment Services, Inc.: advisors, services and reported ETF investments
About
John Alfred Mathison is a financial advisor at Associated Investment Services, Inc. in Green Bay, WI. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 13 years of reported work history. Reported roles include Associated Bank, N.A., Fidelity Investments, Bancwest Investment Services, Inc., Bank of the West, among others.
Associated Investment Services, Inc.'s firm-level Form ADV reports 42 advisors across 43 offices; approximately 91.7 clients per advisor, average assets per client of $303,541, and regulatory AUM of $1.2B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Other Advisory Service.
What this firm offers
Filed by Associated Investment Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Trust Company
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
200 N. Adams Street, Green Bay, WI 54301
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-595-7722
- Website: associatedbank.com
Official record
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