Accredited Investor Services, LLC

EST. AUM
$485,133,788

CONTACTS
5

CLIENT ACCOUNTS
1,425

Firm Details

Metro area Minneapolis
CRD Number 148821
Website aisplanning.com
Client types

Overview

AIS Planning, the wealth-management arm of Accredited Investor Services, LLC, is a SEC-registered investment adviser based in St. Cloud, Minnesota. Founded in 1999, its fiduciary team delivers fee-based financial planning, portfolio management, and retirement-plan consulting, helping individuals and businesses gain clarity, confidence, and enduring partnerships to pursue bigger financial goals together.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Accredited Investor Services, LLC

Platform Details

Investment Preferences

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