Ray Zittlow Email & Phone Number

WHO WE ARE: Associated Financial Group is a premier employee benefits, qualified retirement plans, business insurance, and HR consulting agency based in Wisconsin, Minnesota and Illinois with over 250 colleagues supporting our clients. According to Business Insurance magazine’s 2014 survey, we are the: 2nd largest employee benefits specialist broker in the United States 56th largest broker of United States insurance business WHAT WE BELIEVE: We believe in removing obstacles, simplifying the complicated and applying our expertise to solve problems for our clients so they can focus on their business and achieve their aspirations. Our collaborative approach for strategic, customized employee benefits, business insurance, qualified retirement plan services, and HR solutions gives our clients a competitive advantage. Expertise, innovation, integrity and trust are the core values that drive our passion for service excellence.

Greater Minneapolis-St. Paul Area

Trademark Capital Management is a boutique investment management firm consisting of like-minded individuals who have come together under a common purpose: adamantly protecting investments during inevitable periods of risk. We manage tactical investment strategies designed to achieve whatever growth the market can realistically bear, but we see it as our mission--our responsibility--to minimize our investors exposure to avoidable catastrophic loss. Products offered include our Tactical Risk Retirement Series, cash balance, and our Separately Managed Account (SMA) with an objective of capital appreciation with an equal emphasis on tactical preservation.

Penchecks is the largest independent processor of retirement plan benefit distributions in the country. Since 1994 Penchecks has pioneered distribution processing for plan sponsors, retirement plan professionals, and institutions. We allow our clients to reduce fiduciary exposure and plan adminstration costs with the oldest and most established Safe Harbor Defaut & Missing Participant IRA program in the country.

Greater Minneapolis-St. Paul Area

For 18 years I worked in various roles at First Mercantile including sales director, marketing director, and National Sales Director. During that time I helped grow the firm from a regional firm to a leading retirement plan provider offering CITs, Mutual Funds, and ETFs with daily recordkeeping services.