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Member/cio/senior Advisor · AIS Planning

Jason C. Hallonquist

CRD 2241054 · Named on Form ADV at one SEC-registered adviser

At a glance

AIS Planning, an SEC-registered wealth manager based in St. Cloud, MN with $591 million in regulatory assets, lists Jason C. Hallonquist on its Form ADV as Member/cio/senior Advisor, a control person.

Firms and roles

  • AIS PlanningMember/cio/senior AdvisorWealth manager · St. Cloud, MN · $591M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.