ACCREDITED INVESTOR SERVICES, LLC

ACCREDITED INVESTOR SERVICES, LLC of ST. CLOUD, MN is an SEC-registered investment adviser (CRD 148821). Regulatory assets under management: $591.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Cathy Lynne JuilfsMANAGING DIRECTOR/CEO/CHIEF COMPLIANCE OFFICER; MEMBER/CEO/PRESIDENT/SENIOR ADVISORSt. Cloud, MN
Jason Cameron HallonquistMEMBER/CIO/SENIOR ADVISOR; SENIOR ADVISOR
Nathan GoebelMEMBER/ADVISOR; MEMBER/CCO/ADVISORSt. Cloud, MN
Sarah Ann NobleMEMBER/RETIREMENT PLAN ADVISOR

Branch offices (2)

CityStateEmployeesPhone
1612-619-7922
1612-619-7922

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