| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 7/6/2011 | 7/30/2012 |
| Marshall & Ilsley Corporation | Parent | 1/2/2010 | 7/5/2011 |
| M&I Llc | Parent | 6/30/2007 | 1/1/2010 |
| M&I Llc | Parent | 1/2/1996 | 6/29/2007 |
| M&I Private Equity Group, Llc | Parent | 6/3/1985 | 1/1/1996 |
| M&I Insurance Services, Inc. | Subsidary | 4/12/2012 | 4/12/2012 |
| Valley Securities, Inc. | Subsidary | 6/1/1994 | 6/30/1994 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bmo Harris Financial Advisors, Inc. | Buyer | Discontinued | 7/31/2012 | ||
| Security Investment Resources, Inc. | Seller | Discontinued | 10/1/1997 | ||
| Valley Securities, Inc. | Seller | Discontinued | 7/1/1994 | ||
| First American Investment Inc | Seller | Discontinued | 2/29/1988 |