Jason Cameron Hallonquist

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

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

AZ RA
APPROVED

Since 2022-04-21
FL RA
APPROVED

Since 2014-12-03
MN RA
APPROVED

Since 2013-12-09
TX RA
APPROVED

Since 2009-01-13

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

Organization	City	State	From	To
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

Previous Registrations

2002-06-06 → 2009-01-07

Ais Planning

St. Cloud, MN

Other Businesses

*) 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-05-08
S63	Uniform Securities Agent State Law Examination	1993-01-08

S65 Uniform Investment Adviser Law Examination

2001-05-08
S63 Uniform Securities Agent State Law Examination

1993-01-08

Designations

Certified Financial Planner

Other Names

Jason Cameron Hallonquist

View on SEC IAPD