Cathy Juilfs has been Member/CEO/President/Senior Advisor of Accredited Investor Services since June 2010, is a control person of the firm and directly owns between 25% and 50% of it.
Accredited Investor Services, LLC is a St. Cloud, MN firm with $591M under management, 561 clients and 9 advisers across 2 offices, as of its March 2026 filing.
Cathy Juilfs is CEO and President of AIS Planning. She was the first team member to join Mike Sipe when he founded AIS in 1999. In addition to her financial planning work with clients, she leads the firm's 401(k)/Group Retirement Plan Division.
Professional designations
Listed by Accredited Investor Services
- Certified Employee Benefit Specialist (CEBS)
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Cathy Juilfs is registered as an investment adviser representative in 3 states. The first approvals date from December 2013; the most recent is Arizona, in April 2022.
- ArizonaSince 21 April 2022
- FloridaSince 3 December 2014
- MinnesotaSince 23 December 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 November 1997 |
| Series 7 | General Securities Representative Examination | 25 September 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cathy Lynne Juilfs
- CRD
- 2913092
- Firm
- Accredited Investor Services · CRD 148821
- Role
- Member/CEO/President/Senior Advisor
- Office
- 622 ROOSEVELT ROAD, SUITE 160, St. Cloud, MN 56301
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aisplanning.com
Where does Cathy Juilfs work?
Cathy Juilfs has been Member/CEO/President/Senior Advisor of Accredited Investor Services, LLC since June 2010, and is a control person of the firm.
Is Cathy Juilfs a financial advisor?
Yes. Cathy Juilfs has a current investment-adviser registration in Arizona, Florida and Minnesota, through Accredited Investor Services since December 2013.
How many years of experience does Cathy Juilfs have?
Cathy Juilfs has 12 years in the financial industry, since December 2013, across 1 adviser firm.
What exams has Cathy Juilfs passed?
Cathy Juilfs has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 1997.
Where is Cathy Juilfs based?
Cathy Juilfs’ registered office is in St. Cloud, MN.
Is Cathy Juilfs registered with FINRA?
No. Cathy Juilfs has no current broker registration.
Is Cathy Juilfs a CFP?
Accredited Investor Services lists Cathy Juilfs with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Cathy Juilfs’ record?
Search CRD 2913092 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cathy Juilfs’ full registration record.