DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AIS PLANNING

ACCREDITED INVESTOR SERVICES, LLC, CRD 148821

ST. CLOUD, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a804612-d5ef-053c-0652-04e415e71e00

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 0
Observed: May 13, 2025 to Mar 23, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $591MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $586M
Private client RAUM: $494MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $59.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,427
Individual clients: 320
High net worth clients: 176
SEC number: 801-132984
CIK: 2028621
CRD: 148821
Filings on the tape: 2
First filed: May 13, 2025
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, MN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON CAMERON HALLONQUIST	Certified Financial Planner	ST. CLOUD, MN	17	33	1	no
CATHY LYNNE JUILFS	Certified Financial Planner	ST. CLOUD, MN	12	28	n/a	no
CHARLES TED SHAEFER	n/a	Fort Myers, FL \| ST. CLOUD, MN	10	45	1	no
Christopher Peter Duke	Certified Financial Planner	ST. CLOUD, MN	6	13	n/a	no
Nathan Goebel	Certified Financial Planner	ST. CLOUD, MN	6	12	2	no
Teresa Jean Bawden	n/a	ST. CLOUD, MN	4	21	n/a	no
Tami Mayers	n/a	ST. CLOUD, MN	4	21	n/a	no
Sarah Ann Noble	n/a	ST. CLOUD, MN	2	11	2	no
SYDNEY RAE MEYER	n/a	ST. CLOUD, MN	2	18	n/a	no
Sommer Ann Oslund	n/a	ST. CLOUD, MN	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HALLONQUIST, JASON, CAMERON	MEMBER/CIO/SENIOR ADVISOR	C	yes	06/2013	Mar 23, 2026	Mar 23, 2026
Goebel, Nathan	MEMBER/CCO/ADVISOR	B	no	03/2026	Mar 23, 2026	Mar 23, 2026
Noble, Sarah, Ann	MEMBER/RETIREMENT PLAN ADVISOR	B	no	01/2025	Mar 23, 2026	Mar 23, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$591M	$586M	13	9	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$591M	n/a	n/a	n/a	n/a	13	n/a	1	n/a

Relationships

Owns (2)

← Noble, Sarah, AnnOwnerMEMBER/RETIREMENT PLAN ADVISOR, ownership code B, individual
Mar 23, 2026 to presentfactForm ADV
← Goebel, NathanOwnerMEMBER/CCO/ADVISOR, ownership code B, individual
Mar 23, 2026 to presentfactForm ADV

Controls (1)

← HALLONQUIST, JASON, CAMERONOwnerMEMBER/CIO/SENIOR ADVISOR, ownership code C, individual
Mar 23, 2026 to presentfactForm ADV

Registered with (11)

← Sommer Ann OslundAdvisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV
← SYDNEY RAE MEYERAdvisorregistration: current employment
Jun 25, 2024 to presentfactForm ADV
← Sarah Ann NobleAdvisorregistration: previous registration
Sep 30, 2019 to Apr 26, 2023factForm ADV
← Tami MayersAdvisorregistration: current employment
Jul 21, 2022 to presentfactForm ADV
← Teresa Jean BawdenAdvisorregistration: current employment
Mar 1, 2022 to presentfactForm ADV
← Nathan GoebelAdvisorregistration: current employment
Feb 9, 2020 to presentfactForm ADV
← Christopher Peter DukeAdvisorregistration: current employment
Dec 6, 2019 to presentfactForm ADV
← CHARLES TED SHAEFERAdvisorregistration: current employment
Oct 1, 2015 to presentfactForm ADV
← CATHY LYNNE JUILFSAdvisorregistration: current employment
Dec 23, 2013 to presentfactForm ADV
← JASON CAMERON HALLONQUISTAdvisorregistration: current employment
Jan 13, 2009 to presentfactForm ADV
← Jordan David KretschAdvisorregistration: previous registration
Nov 29, 2017 to Apr 1, 2022factForm ADV

Dated events

Occurred
Apr 26, 2023
Advisor changed firm
Sarah Ann Noble left Ais Planning for Great Valley Advisor Group, Llc (registered 2023-05-05)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2022
Advisor changed firm
Jordan David Kretsch left Ais Planning for Securities America Advisors, Inc. (registered 2022-05-16)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a804612-d5ef-053c-0652-04e415e71e00
First observed: May 13, 2025
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AIS PLANNING

ACCREDITED INVESTOR SERVICES, LLC, CRD 148821

ST. CLOUD, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a804612-d5ef-053c-0652-04e415e71e00

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON CAMERON HALLONQUIST

Certified Financial Planner

ST. CLOUD, MN

CATHY LYNNE JUILFS

Certified Financial Planner

ST. CLOUD, MN

n/a

CHARLES TED SHAEFER

n/a

Fort Myers, FL | ST. CLOUD, MN

Christopher Peter Duke

Certified Financial Planner

ST. CLOUD, MN

n/a

Nathan Goebel

Certified Financial Planner

ST. CLOUD, MN

Teresa Jean Bawden

n/a

ST. CLOUD, MN

n/a

Tami Mayers

n/a

ST. CLOUD, MN

n/a

Sarah Ann Noble

n/a

ST. CLOUD, MN

SYDNEY RAE MEYER

n/a

ST. CLOUD, MN

n/a

Sommer Ann Oslund

n/a

ST. CLOUD, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HALLONQUIST, JASON, CAMERON

MEMBER/CIO/SENIOR ADVISOR

yes

06/2013

Mar 23, 2026

Goebel, Nathan

MEMBER/CCO/ADVISOR

03/2026

Mar 23, 2026

Noble, Sarah, Ann

MEMBER/RETIREMENT PLAN ADVISOR

01/2025

Mar 23, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$591M

$586M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$591M

n/a