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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.

  1. Kittrich CorporationFeb 2026 to now
  2. Ais PlanningMar 2025 to now
  3. Baby's On BroadwayDec 2019 to Feb 2025
  4. HomemakerMar 2017 to Dec 2019
  5. 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
Advisor's SEC record (opens in a new tab)
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