ACCREDITED INVESTOR SERVICES, LLC
Legal name: AIS PLANNING
CRD #148821 SEC #801-132984 ST. CLOUD, MN (320) 252-6552
SEC Registered
Total AUM
$485.1M
Discretionary
$462.4M
Employees
12
Clients
--
Accounts
1,425
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HALLONQUIST, JASON, CAMERON | I | SENIOR ADVISOR | C | Control |
| JUILFS, CATHY, LYNNE | I | MANAGING DIRECTOR/CEO/CHIEF COMPLIANCE OFFICER | C | Control |
| Goebel, Nathan | I | MEMBER/ADVISOR | B | |
| Noble, Sarah, Ann | I | MEMBER/RETIREMENT PLAN ADVISOR | B |
Registrations
Federal
IA
May 13, 2025 REGISTERED
Notice Filings (4)
AZ FL MN TX
Address
622 ROOSEVELT ROADSUITE 160
ST. CLOUD, MN 56301
United States
Phone: (320) 252-6552