Sommer Ann Oslund

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 03/2017
  Health Partners
  Sartell, MN
• 03/2017 → 12/2019
  Homemaker
  Little Falls, MN
• 12/2019 → 02/2025
  Baby's On Broadway
  Little Falls, WI
• 03/2025 → Present
  Ais Planning
  St. Cloud, MN
• 02/2026 → Present
  Kittrich Corporation
  Pomona, CA

Other Businesses

(1. Kittrich Corporation; Not investment-related; 1585 W Mission Blvd, Pomona, CA 91766; Nature: Distribution Corporation; Position: Sales Representative; Start: 02/01/2026; Approximately 20 hours/month devoted to this business with 0 hours/month during securities trading hours; Duties: vendor relationships, sales, marketing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-02

Other Names

• Sommer Ann Skalitzky