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Cathy Lynne Juilfs

Ais Planning

St. Cloud, MN

CRD 2913092

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Employer firm

Ais Planning CRD 148821

$591M regulatory AUM 105 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner
Other Names
  • Cathy Lynne Klus

View on SEC IAPD

Nearby Firms

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CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

KIMBERLY MARIE FOSTER
CHRISTOPHER JOHN HASTINGS
Jennifer L Lesmeister

Nearby Offices

LFA · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Saint Cloud, MN

More in St. Cloud, MN

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