Jason Hallonquist (CRD# 2241054) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 31 years of experience in the finance industry. Jason Hallonquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4207020
Dakota Wealth, LLC
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accredited Investor Services, Llc, Dba Ais Planning | St. Cloud, MN | Nov 2008 - Current | 15 |
| Winona Bank Holding Company Financial Services, LLC | Winona, MN | Jan 2008 - Jun 2016 | 8 |
| Fintegra, LLC | Minneapolis, MN | Jun 2001 - Aug 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- AZ
- FL
- MN
- TX
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Total Assets Under Management9MILLIONS
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Total Number of Accounts44ACCOUNTS
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Average Account Value$208,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, MN, TX
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