Sommer Oslund

St. Cloud, MN

1 Disclosure

Sommer Oslund is a registered investment advisor at Ais Planning, based in St. Cloud, MN. Sommer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 535 clients with $490M in assets under management.

Ais Planning

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

535 clients

Average Client Portfolio

$907K average

Assets Under Management

$485.1M

Fee Structure

Minimum Annual Fee:$2,500

AIS Planning manages investments through a sub-advisor. The maximum investment management fee is 1.00% per year, charged quarterly or monthly, and is negotiable. The fee for accounts custodied at American Funds will be calculated based on the average daily balance of the account.

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Location

622 Roosevelt Road, Suite 160, St. Cloud, MN, 56301

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History

Regulatory History (1)

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Financial

July 2019

Final

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Employment History

Current Registrations

Ais Planning

February 2026 - Present · 3 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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