Sommer Oslund has been an investment adviser representative at Accredited Investor Services since February 2026, and is not listed among the firm’s executive officers or direct owners.
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.
- Ais PlanningCurrent– present · under a yearSt. Cloud, MN · Adviser representative · Firm CRD 148821
Investment adviser representative registrations
Sommer Oslund is registered as an investment adviser representative in Minnesota, since February 2026.
- MinnesotaSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sommer Ann Oslund
- CRD
- 8197007
- Firm
- Accredited Investor Services · CRD 148821
- Office
- 622 ROOSEVELT ROAD, SUITE 160, St. Cloud, MN 56301
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Sommer Oslund work?
Sommer Oslund is an investment adviser representative registered through Accredited Investor Services, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sommer Oslund a financial advisor?
Yes. Sommer Oslund has a current investment-adviser registration in Minnesota, through Accredited Investor Services since February 2026.
How many years of experience does Sommer Oslund have?
Sommer Oslund has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Sommer Oslund passed?
Sommer Oslund passed the Series 65 in February 2026.
Where is Sommer Oslund based?
Sommer Oslund’s registered office is in St. Cloud, MN.
Is Sommer Oslund registered with FINRA?
No. Sommer Oslund has no current broker registration.
How can I verify Sommer Oslund’s record?
Search CRD 8197007 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sommer Oslund’s full registration record.