Jason C. Hallonquist
AIS PLANNING
St. Cloud, MN 56301
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CRD#: 2241054
Professional summary
Jason Cameron Hallonquist, CFP®, who also goes by Jason Cameron Hallonquist N/a, is a registered financial advisor currently at AIS PLANNING located in St. Cloud, Minnesota.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Education Planning
Are you a "fiduciary"?
Yes
Aliases
Jason Cameron Hallonquist N/a
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
*) AIS PLANNING, 3701 12TH STREET, ST. CLOUD, MN - ADVISOR AND 10% OWNER SINCE 6/2001 - INVESTMENT RELATED, FULL TIME HOURS, DURING TRADING; FINANCIAL PLANNING.
*) ANNE MARIE'S ALLIANCE-ST. CLOUD, MN 56302-0367 - BOARD MEMBER SINCE 5/2006, BATTERED WOMEN'S SHELTER AND SUPPORT SYSTEM - NOT INVESTMENT RELATED, APPROXIMATELY 10 HOURS SPENT PER MONTH, NOT DURING TRADING HOURS; ATTEND BOARD MEETINGS, ASSIST WITH INVESTMENT COMMITTEE.
*) WESTWOOD COMMUNITY CHURCH, ST.CLOUD, MN 56303 - MEMBER AND CO-CHAIR SINCE 2000 - ASSIST ON EXPENSE COMMITTEE - NOT INVESTMENT RELATED
*) ROTORY CLUB OF ST. CLOUD 56302 - GRANITE,MEET WEEKLY 1X FOR SOCIAL INTERACTION, DISCUSS SERVICE RELATED PROJECTS, COMMUNITY AWARENESS, MOTIVATE VOLUNTEERS, 10 HRS MO, NOT INVESTMENT RELATED.
*) CENTRACARE HEALTH FOUNDATION - ST. CLOUD, MN 56303-1901 - FUNDRAISING, DRAW ATTENTION TO ST. CLOUD HOSPITAL EXPANSION PROJECT, RECRUIT COMMITTEE MEMBERS TO HLEP SOLICIT SUPPORT, SHARE VISION AND VALUE OF PROJECT TO COMMUNITY; 4 HOURS DEVOTED PER MONTH; NOT SECURITY RELATED.
*) ST CLOUD CHAMBER OF COMMERCE - ST CLOUD, MN 56302-0487 - BOARD MEMBER, CREATE, ENHANCE AND SUPPORT BUSINESS ENVIROMENT FOR THE MEMBERS, MONTHLY BOARD AND COMMITTE EMEETINGS LESS THAN 1% OF TIME DEVOTED, NOT SECURITY RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Cameron Hallonquist's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
January 13, 2009 - Present
AIS PLANNING
Office #1: 622 Roosevelt Road Suite 160, St. Cloud, MN 56301RIA
CRD#: 148821
St. Cloud, MN
Past
June 6, 2002 - January 7, 2009
AIS PLANNING
RIA
CRD#: 121085
ST. CLOUD, MN
Past
June 11, 2001 - August 28, 2015
FINTEGRA, LLC
BD
CRD#: 16741
ST. CLOUD, MN
Past
December 24, 1992 - August 9, 2001
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
AIS PLANNING
ACCREDITED INVESTOR SERVICES, LLC | WINONA BANK HOLDING COMPANY FINANCIAL SERVICES, LLC | AIS PLANNING
CRD#: 148821 / SEC#: 801-132984
RIA
Registered Investment Advisory firm - (6/13/2025 Approved)Arizona
Registered Investment Advisory firm - (6/16/2025 Terminated)Florida
Registered Investment Advisory firm - (6/16/2025 Terminated)Minnesota
Registered Investment Advisory firm - (6/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/16/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(4/21/2022)
IAR
Florida(12/3/2014)
IAR
Minnesota(12/9/2013)
IAR
Texas(1/13/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AP
AIS PLANNING
ACCREDITED INVESTOR SERVICES, LLC | WINONA BANK HOLDING COMPANY FINANCIAL SERVICES, LLC | AIS PLANNING
CRD#: 148821 / SEC#: 801-132984
RIA
Registered Investment Advisory firm - (6/13/2025 Approved)Arizona
Registered Investment Advisory firm - (6/16/2025 Terminated)Florida
Registered Investment Advisory firm - (6/16/2025 Terminated)Minnesota
Registered Investment Advisory firm - (6/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/16/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
622 Roosevelt Road Suite 160, St. Cloud, MN 56301
Mailing Address
Phone number
(320) 252-6552
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,425 |
| AUM (Assets Under Management) | $ 485,133,788 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AIS PLANNING
CRD#: 148821St. Cloud, MN 56301TRUST BUT VERIFY
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Contact information
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