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Jason Cameron Hallonquist

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 2013-12-09
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
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
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
CodeExamDate
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
Other Names
  • Jason Cameron Hallonquist

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