Cathy Lynne Juilfs
Investment adviser representative at Ais Planning
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$591MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Ais PlanningDec 2013 to now
- Accredited Investor Services, LLC, dba Ais PlanningNov 2008 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 3 states (AZ, FL, MN).
Ais Planning
Legal name: Accredited Investor Services, LLC
$591MAssets managed
561Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2913092
- Firm CRD
- 148821