Tami Mayers (CRD# 6898150) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 5 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ais Planning | St. Cloud, MN | Jan 2022 - Current | 2 |
| Northwestern Mutual Investment Services LLC | Saint Cloud, MN | Jan 2018 - Jan 2022 | 4 |
| Ntt Data Services | Sauk Rapids, MN | Jul 2005 - Dec 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MN
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
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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