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622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-04-21 |
| FL | RA | APPROVED | 2014-12-03 |
| MN | RA | APPROVED | 2013-12-09 |
| TX | RA | APPROVED | 2009-01-13 |
Branch Locations
622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accredited Investor Services, Llc, Dba Ais Planning | St. Cloud | MN | 11/2008 | Present |
*) AIS PLANNING, 3701 12TH STREET, ST. CLOUD, MN - ADVISOR AND 10% OWNER SINCE 6/2001 - INVESTMENT RELATED, FULL TIME HOURS, DURING TRADING; FINANCIAL PLANNING. *) ANNE MARIE'S ALLIANCE-ST. CLOUD, MN 56302-0367 - BOARD MEMBER SINCE 5/2006, BATTERED WOMEN'S SHELTER AND SUPPORT SYSTEM - NOT INVESTMENT RELATED, APPROXIMATELY 10 HOURS SPENT PER MONTH, NOT DURING TRADING HOURS; ATTEND BOARD MEETINGS, ASSIST WITH INVESTMENT COMMITTEE. *) WESTWOOD COMMUNITY CHURCH, ST.CLOUD, MN 56303 - MEMBER AND CO-CHAIR SINCE 2000 - ASSIST ON EXPENSE COMMITTEE - NOT INVESTMENT RELATED *) ROTORY CLUB OF ST. CLOUD 56302 - GRANITE,MEET WEEKLY 1X FOR SOCIAL INTERACTION, DISCUSS SERVICE RELATED PROJECTS, COMMUNITY AWARENESS, MOTIVATE VOLUNTEERS, 10 HRS MO, NOT INVESTMENT RELATED. *) CENTRACARE HEALTH FOUNDATION - ST. CLOUD, MN 56303-1901 - FUNDRAISING, DRAW ATTENTION TO ST. CLOUD HOSPITAL EXPANSION PROJECT, RECRUIT COMMITTEE MEMBERS TO HLEP SOLICIT SUPPORT, SHARE VISION AND VALUE OF PROJECT TO COMMUNITY; 4 HOURS DEVOTED PER MONTH; NOT SECURITY RELATED. *) ST CLOUD CHAMBER OF COMMERCE - ST CLOUD, MN 56302-0487 - BOARD MEMBER, CREATE, ENHANCE AND SUPPORT BUSINESS ENVIROMENT FOR THE MEMBERS, MONTHLY BOARD AND COMMITTE EMEETINGS LESS THAN 1% OF TIME DEVOTED, NOT SECURITY RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-08 |
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