Sommer Ann Oslund
Investment adviser representative at Ais Planning
11 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
11 years in the industry.
- Kittrich CorporationFeb 2026 to now
- Ais PlanningMar 2025 to now
- Baby's On BroadwayDec 2019 to Feb 2025
- HomemakerMar 2017 to Dec 2019
- Health PartnersSep 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8197007
- Firm CRD
- 148821