SourcingSourcing

ACCREDITED INVESTOR SERVICES, LLC

C48
CRD 148821·SEC 801-132984·ST. CLOUD, MN
AUM
$591.0M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACCREDITED INVESTOR SERVICES, LLC
CRD
148821
SEC file #
801-132984
EIN
813320514
DBA names
Ais Planning

Economics

AUM
$591.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$485.1M → $591.0M▲ +22%
Client mix
Individuals Other320
Individuals High Net Worth176
Other27
Pension Profit Sharing Plans24
Charitable Organizations9

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
9 advisors → 9 advisors▬ 0%
Primary office
ST. CLOUD MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
facebook.com/ais-planning-906195329440358/?ref=py_c(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HALLONQUIST, JASON, CAMERON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
HALLONQUIST, JASON, CAMERON
JUILFS, CATHY, LYNNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
178,747
Form 5500 Compensation Trajectory 3y
2025178,747
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
178,747
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0002028621
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-11
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002028621-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
622 ROOSEVELT ROADSUITE 160ST. CLOUD, MN 56301
Business
622 ROOSEVELT ROADSUITE 160ST. CLOUD, MN 56301
Edgar EIN
813320514
Edgar Recent Filings
13F-HR2026-04-21 · 0002028621-26-000002
13F-HR2026-02-09 · 0002028621-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2241054
Trust Company Affiliate
No

People (10)

10
JUILFS, CATHY, LYNNE
IAR · Direct Owner · 37.5%
2913092
HALLONQUIST, JASON, CAMERON
IAR · Direct Owner · 37.5%
2241054
Goebel, Nathan
IAR · Direct Owner · 17.5%
6456965
Noble, Sarah, Ann
IAR · Direct Owner · 17.5%
5985087
Teresa Jean Bawden
IAR
7502971
Christopher Peter Duke
IAR
7207342
Tami Mayers
IAR
6898150
SYDNEY RAE MEYER
IAR
6511010
CHARLES TED SHAEFER
IAR
727283
Sommer Ann Oslund
IAR
8197007