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Teresa Jean Bawden

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
MN RA APPROVED 2022-03-01
  • MN RA
    APPROVED
    Since 2022-03-01

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
Ais Planning St. Cloud MN 07/2021 Present
Tax Sheltered Compensation Inc Edina MN 07/2019 07/2021
Cba St. Cloud MN 11/2018 07/2019
Minnwest Bank St. Cloud MN 01/2018 10/2018
Bremer Bank St. Cloud MN 01/2005 12/2017
  • 07/2021 → Present
    Ais Planning
    St. Cloud, MN
  • 07/2019 → 07/2021
    Tax Sheltered Compensation Inc
    Edina, MN
  • 11/2018 → 07/2019
    Cba
    St. Cloud, MN
  • 01/2018 → 10/2018
    Minnwest Bank
    St. Cloud, MN
  • 01/2005 → 12/2017
    Bremer Bank
    St. Cloud, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-01
  • S65 Uniform Investment Adviser Law Examination
    2022-03-01
Other Names
  • Teresa Jean Schneider

View on SEC IAPD

Other Firms

LFA
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.

Other Investors

KIMBERLY MARIE FOSTER
CHRISTOPHER JOHN HASTINGS
Jennifer L Lesmeister
CHRISTOPHER L WAYNE
JAMES FRANCIS SCHMITZ
STEVEN ALLAN LARAWAY
PATRICK PHILLIP SOLYNTJES
ANDREW SCOTT JACOBS

Other Offices

LFA · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Saint Cloud, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT CLOUD, MN
AMERIPRISE FINANCIAL SERVICES, LLC · ST. CLOUD, MN
LPL FINANCIAL LLC · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
AMERIPRISE FINANCIAL SERVICES, LLC · St. Cloud, MN

More in St. Cloud, MN

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