Tami Mayers
Investment adviser representative at Ais Planning
21 yearsExperience
1 stateRegistered in
$591MFirm assets
1 yearFirm in business
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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
21 years in the industry.
- Ais PlanningJan 2022 to now
- Northwestern Mutual Investment Services LLCJan 2018 to Jan 2022
- Ntt Data ServicesJul 2005 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 6898150
- Firm CRD
- 148821