0001521951-17-000052.txt : 20170511 0001521951-17-000052.hdr.sgml : 20170511 20170511142621 ACCESSION NUMBER: 0001521951-17-000052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170511 DATE AS OF CHANGE: 20170511 EFFECTIVENESS DATE: 20170511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIRST BUSINESS FINANCIAL SERVICES, INC. CENTRAL INDEX KEY: 0001521951 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 391576570 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15585 FILM NUMBER: 17833737 BUSINESS ADDRESS: STREET 1: 401 CHARMANY DRIVE CITY: MADISON STATE: WI ZIP: 53719 BUSINESS PHONE: 608-238-8008 MAIL ADDRESS: STREET 1: 401 CHARMANY DRIVE STREET 2: PO BOX 44961 CITY: MADISON STATE: WI ZIP: 53744 FORMER COMPANY: FORMER CONFORMED NAME: First Business Financial Services, Inc. DATE OF NAME CHANGE: 20110527 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001521951 XXXXXXXX 03-31-2017 03-31-2017 FIRST BUSINESS FINANCIAL SERVICES, INC.

401 CHARMANY DRIVE PO Box 44961 MADISON WI 53744

13F HOLDINGS REPORT 028-15585 N Joan A. Burke 608-232-5993 /s/Joan A. Burke Madison WI 05-11-2017 0 76 474364 false INFORMATION TABLE 2 a033117form13finformationt.xml INFORMATION TABLE Alaska Air Group Inc COMMON STOCK 011659109 479 5194 SH SOLE 5194 0 0 Alibaba Group Hldg Ltd Sponsored ADR COMMON STOCK 01609W102 431 4000 SH SOLE 0 0 4000 Allstate Corp COMMON STOCK 020002101 521 6398 SH SOLE 6398 0 0 Altria Group Inc COMMON STOCK 02209S103 482 6753 SH SOLE 0 0 6753 American Tower Corp COMMON STOCK 03027X100 566 4658 SH SOLE 4658 0 0 Ameriprise Financial Inc COMMON STOCK 03076C106 523 4032 SH SOLE 4032 0 0 Amerisourcebergen Corp COMMON STOCK 03073E105 487 5503 SH SOLE 5503 0 0 Amgen Inc COMMON STOCK 031162100 590 3595 SH SOLE 3595 0 0 Anthem Inc COMMON STOCK 036752103 504 3049 SH SOLE 3049 0 0 Apple Inc COMMON STOCK 037833100 1028 7157 SH SOLE 6142 0 1015 Bank Of Montreal COMMON STOCK 063671101 394 5268 SH SOLE 919 0 4349 Berkshire Hathaway Inc Class A COMMON STOCK 084670108 250 1 SH SOLE 0 0 1 BlackRock Inc COMMON STOCK 09247X101 527 1374 SH SOLE 1374 0 0 Boeing Co COMMON STOCK 097023105 680 3845 SH SOLE 3428 0 417 C H Robinson Worldwide Inc COMMON STOCK 12541W209 501 6482 SH SOLE 6482 0 0 CBS Corp COMMON STOCK 124857202 542 7818 SH SOLE 7818 0 0 Chevron Corp COMMON STOCK 166764100 591 5502 SH SOLE 1642 0 3860 Church & Dwight Co Inc COMMON STOCK 171340102 512 10261 SH SOLE 10261 0 0 Cincinnati Financial Corp COMMON STOCK 172062101 498 6887 SH SOLE 6887 0 0 Coca-Cola Co COMMON STOCK 191216100 2008 47306 SH SOLE 1105 0 46201 Comcast Corp Class A COMMON STOCK 20030N101 493 13104 SH SOLE 13104 0 0 Crown Castle Intl Corp New COMMON STOCK 22822V101 521 5518 SH SOLE 5518 0 0 CVS Health Corp COMMON STOCK 126650100 510 6495 SH SOLE 6495 0 0 Discover Financial Services COMMON STOCK 254709108 512 7485 SH SOLE 7485 0 0 Ecolab Inc COMMON STOCK 278865100 508 4054 SH SOLE 4054 0 0 Energy Select Sector SPDR ETF COMMON STOCK 81369Y506 16659 238330 SH SOLE 238330 0 0 Equifax Inc COMMON STOCK 294429105 523 3825 SH SOLE 3825 0 0 Exxon Mobil Corp COMMON STOCK 30231G102 532 6488 SH SOLE 6488 0 0 Fidelity National Information Services Inc. COMMON STOCK 31620M106 937 11771 SH SOLE 3001 0 8770 Financial Select Sector SPDR E COMMON STOCK 81369Y605 17807 750398 SH SOLE 750398 0 0 First Business Financial Services, Inc. COMMON STOCK 319390100 10268 395534 SH SOLE 0 0 395534 General Electric Co COMMON STOCK 369604103 283 9486 SH SOLE 3130 0 6356 Guggenheim S&P 500 Equal Weight ETF COMMON STOCK 78355W106 241 2653 SH SOLE 0 0 2653 Harley-Davidson Inc COMMON STOCK 412822108 539 8907 SH SOLE 8857 0 50 Industrials Select Sector SPDR COMMON STOCK 81369Y704 18296 281217 SH SOLE 281217 0 0 Intel Corp COMMON STOCK 458140100 208 5759 SH SOLE 2839 0 2920 Intercontinental Exchange Inc COMMON STOCK 45866F104 508 8482 SH SOLE 8482 0 0 Invesco Ltd COMMON STOCK G491BT108 477 15571 SH SOLE 15571 0 0 iShares Core MSCI EAFE ETF COMMON STOCK 46432F842 475 8192 SH SOLE 8192 0 0 iShares Core US Aggregate Bond COMMON STOCK 464287226 52650 485301 SH SOLE 485301 0 0 iShares MSCI EAFE ETF COMMON STOCK 464287465 71243 1143727 SH SOLE 1143727 0 0 iShares National Muni Bond ETF COMMON STOCK 464288414 2333 21410 SH SOLE 21410 0 0 iShares Russell 1000 ETF COMMON STOCK 464287622 341 2600 SH SOLE 2600 0 0 iShares Russell 1000 Growth ET COMMON STOCK 464287614 16838 147957 SH SOLE 147957 0 0 iShares Russell 1000 Value ETF COMMON STOCK 464287598 41779 363483 SH SOLE 363483 0 0 iShares Russell 2000 COMMON STOCK 464287655 26083 189722 SH SOLE 189722 0 0 iShares Russell 2000 Growth COMMON STOCK 464287648 587 3632 SH SOLE 3632 0 0 iShares Russell 2000 Value COMMON STOCK 464287630 633 5354 SH SOLE 5354 0 0 JPMorgan Chase & Co COMMON STOCK 46625H100 202 2299 SH SOLE 2052 0 247 Kraft Heinz Co Com COMMON STOCK 500754106 350 3859 SH SOLE 138 0 3721 Lincoln National Corp COMMON STOCK 534187109 519 7934 SH SOLE 7934 0 0 Lowe's Companies Inc COMMON STOCK 548661107 540 6568 SH SOLE 6568 0 0 Marriott International Inc Class A COMMON STOCK 571903202 534 5673 SH SOLE 5673 0 0 McDonald's Corp COMMON STOCK 580135101 401 3092 SH SOLE 878 0 2214 Microsoft Corp COMMON STOCK 594918104 472 7171 SH SOLE 3975 0 3196 Mondelez Intl Inc Class A COMMON STOCK 609207105 481 11164 SH SOLE 0 0 11164 Moody's Corporation COMMON STOCK 615369105 510 4555 SH SOLE 4555 0 0 Paychex Inc COMMON STOCK 704326107 494 8395 SH SOLE 8395 0 0 Philip Morris International Inc COMMON STOCK 718172109 1128 9988 SH SOLE 600 0 9388 PNC Financial Services Group I COMMON STOCK 693475105 256 2130 SH SOLE 262 0 1868 Principal Financial Group Inc COMMON STOCK 74251V102 519 8225 SH SOLE 8225 0 0 Public Storage COMMON STOCK 74460D109 503 2298 SH SOLE 2298 0 0 Qualcomm Inc COMMON STOCK 747525103 562 9794 SH SOLE 9794 0 0 Sherwin-Williams Co COMMON STOCK 824348106 498 1607 SH SOLE 1607 0 0 SPDR S&P 500 ETF COMMON STOCK 78462F103 4289 18195 SH SOLE 18195 0 0 Sprott Physical Gold Trust COMMON STOCK 85207H104 198 19350 SH SOLE 0 0 19350 Starbucks Corp COMMON STOCK 855244109 626 10729 SH SOLE 10729 0 0 The Home Depot Inc COMMON STOCK 437076102 698 4755 SH SOLE 3730 0 1025 The Travelers Companies Inc COMMON STOCK 89417E109 523 4342 SH SOLE 4342 0 0 TJX Companies Inc COMMON STOCK 872540109 568 7182 SH SOLE 7182 0 0 United States Steel Corp COMMON STOCK 912909108 458 13553 SH SOLE 0 0 13553 UnitedHealth Group Inc COMMON STOCK 91324P102 528 3218 SH SOLE 3218 0 0 Vanguard Total Bond Market ETF COMMON STOCK 921937835 22511 277637 SH SOLE 277637 0 0 Vanguard Total Stock Market ETF COMMON STOCK 922908769 139851 1152744 SH SOLE 1152744 0 0 W.W. Grainger Inc COMMON STOCK 384802104 466 2000 SH SOLE 2000 0 0 Walt Disney Company COMMON STOCK 254687106 781 6887 SH SOLE 5882 0 1005