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Inactive

Charles Ted Shaefer

Ais Planning

St. Cloud, MN

Fort Myers, FL

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Current Employers
Ais Planning

622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-10-26
MN RA APPROVED 2015-10-01
  • FL RA
    APPROVED
    Since 2015-10-26
  • MN RA
    APPROVED
    Since 2015-10-01

Branch Locations

622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States

12081 Nokomis Court, Fort Myers, FL 33905 • 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
Keystone Wealth Advisors, Inc. Minneapolis MN 12/2013 11/2018
Ais Planning St. Cloud MN 10/2015 Present
  • 12/2013 → 11/2018
    Keystone Wealth Advisors, Inc.
    Minneapolis, MN
  • 10/2015 → Present
    Ais Planning
    St. Cloud, MN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-04-10
  • S63 Uniform Securities Agent State Law Examination
    1981-04-10
Other Names
  • Shaefer Chuck

View on SEC IAPD

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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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