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Tami Mayers

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 2022-07-21
  • MN RA
    APPROVED
    Since 2022-07-21

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
Ntt Data Services Sauk Rapids MN 07/2005 12/2017
Northwestern Mutual Investment Services Llc Saint Cloud MN 01/2018 01/2022
Ais Planning St. Cloud MN 01/2022 Present
  • 07/2005 → 12/2017
    Ntt Data Services
    Sauk Rapids, MN
  • 01/2018 → 01/2022
    Northwestern Mutual Investment Services Llc
    Saint Cloud, MN
  • 01/2022 → Present
    Ais Planning
    St. Cloud, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-21
S63 Uniform Securities Agent State Law Examination 2018-11-27
  • S65 Uniform Investment Adviser Law Examination
    2022-07-21
  • S63 Uniform Securities Agent State Law Examination
    2018-11-27
Other Names
  • Tami Morrison
  • Tami Morrison
  • Tami Mayers

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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