Accredited Investor Services, Llc
- Regulatory AUM
- $591M
- Discretionary
- $586M
- Clients
- 561
- Avg AUM / client
- $1.1M
- Accounts
- 1,427
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 320 | $93.0M | 15.7% |
| High net worth individuals | 176 | $401M | 67.8% |
| Pension and profit sharing plans | 24 | $28.8M | 4.88% |
| Charitable organizations | 9 | $22.0M | 3.73% |
| Corporations and other businesses | 5 | $4.3M | 0.72% |
| Other | 27 | $42.2M | 7.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Assumption Home 401(k) Plan & Trust Assumption Home, Inc. | 2024 | |
| Sand Companies, Inc. 401(k) Plan And Trust Sand Companies, Inc. | 2024 | |
| Catholic Charities Of The Diocese Of St. Cloud 401(k) Retirement Plan Catholic Charities Of The Diocese Of St. Cloud | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Cameron Hallonquist | Registered representative | CFP | Jan 2009 (18y) | |
| Cathy Lynne Juilfs | Registered representative | CFP | Dec 2013 (13y) | |
| Charles Ted Shaefer | Registered representative | Oct 2015 (11y) | ||
| Christopher Peter Duke | Registered representative | CFP | Dec 2019 (7y) | |
| Nathan Goebel | Registered representative | CFP | Feb 2020 (6y) | |
| Teresa Jean Bawden | Registered representative | Mar 2022 (4y) | ||
| Tami Mayers | Registered representative | Jul 2022 (4y) | ||
| Sarah Ann Noble | Registered representative | Oct 2023 (3y) | ||
| Sydney Rae Meyer | Registered representative | Jun 2024 (2y) | ||
| Sommer Ann Oslund | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Assumption Home 401(k) Plan & Trust | Assumption Home, Inc. | 0 | $2.5M | 01/01/2024 |
| Sand Companies, Inc. 401(k) Plan And Trust | Sand Companies, Inc. | 457 | $12.2M | 01/01/2024 |
| Catholic Charities Of The Diocese Of St. Cloud 401(k) Retirement Plan | Catholic Charities Of The Diocese Of St. Cloud | 259 | $22.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $558M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗