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Inactive

Cathy Lynne Juilfs

Ais Planning

St. Cloud, MN

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Current Employers
Ais Planning

622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-04-21
FL RA APPROVED 2014-12-03
MN RA APPROVED 2013-12-23
  • AZ RA
    APPROVED
    Since 2022-04-21
  • FL RA
    APPROVED
    Since 2014-12-03
  • MN RA
    APPROVED
    Since 2013-12-23

Branch Locations

622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accredited Investor Services, Llc, Dba Ais Planning St. Cloud MN 11/2008 Present
  • 11/2008 → Present
    Accredited Investor Services, Llc, Dba Ais Planning
    St. Cloud, MN
Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-11-12
  • S66 Uniform Combined State Law Examination
    1997-11-12
Designations
Other Names
  • Cathy Lynne Klus

View on SEC IAPD

Other Firms

LFA
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.

Other Investors

KIMBERLY MARIE FOSTER
CHRISTOPHER JOHN HASTINGS
Jennifer L Lesmeister
CHRISTOPHER L WAYNE
JAMES FRANCIS SCHMITZ
STEVEN ALLAN LARAWAY
PATRICK PHILLIP SOLYNTJES
ANDREW SCOTT JACOBS

Other Offices

LFA · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Saint Cloud, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT CLOUD, MN
AMERIPRISE FINANCIAL SERVICES, LLC · ST. CLOUD, MN
LPL FINANCIAL LLC · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
AMERIPRISE FINANCIAL SERVICES, LLC · St. Cloud, MN

More in St. Cloud, MN

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