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Teresa Jean Bawden

Ais Planning

St. Cloud, MN

CRD 7502971

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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

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

Nearby Firms

LFA
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

KIMBERLY MARIE FOSTER
CHRISTOPHER JOHN HASTINGS
Jennifer L Lesmeister

Nearby Offices

LFA · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Saint Cloud, MN

More in St. Cloud, MN

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