| Relationships | Role | Relationship Start | Relationship End |
| M&I Financial Advisors, Inc. | Parent | 4/12/2012 | 4/12/2012 |
| Bmo Harris Bank National Association | Parent | 7/6/2011 | 4/11/2012 |
| M&I Marshall And Ilsley Bank | Parent | 6/30/2007 | 7/5/2011 |
| M&I Marshall And Ilsley Bank | Parent | 6/1/2001 | 6/29/2007 |
| M&I Bank Of Southern Wisconsin | Parent | 12/31/1983 | 5/31/2001 |