ACCREDITED INVESTOR SERVICES, INC.
Legal name: AIS PLANNING
CRD #121085 SEC #801-61240 ST. CLOUD, MN 320-252-6522
SEC Registered
Total AUM
$159.1M
Discretionary
$0
Employees
5
Clients
101
Accounts
185
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIPE, MICHAEL, EDWARD | I | CEO | E | Control |
| SIPE, MICHAEL, EDWARD | I | CEO | E | Control |
| SIPE, MICHAEL, EDWARD | I | CEO | E | Control |
| HALLONQUIST, JASON, CAMERON | I | VICE PRESIDENT | B | Control |
| HALLONQUIST, JASON, CAMERON | I | VICE PRESIDENT | B | Control |
| HALLONQUIST, JASON, CAMERON | I | VICE PRESIDENT | B | Control |
| JUILFS, CATHY, LYNNE | I | VICE PRESIDENT, SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| JUILFS, CATHY, LYNNE | I | VICE PRESIDENT, SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| JUILFS, CATHY, LYNNE | I | VICE PRESIDENT, SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Jan 29, 2007 REGISTERED
Notice Filings (2)
MN TX
Address
3701 12TH NORTH STREET, SUITE 103ST. CLOUD, MN 56303
USA
Phone: 320-252-6522