Tami Mayers has been an investment adviser representative at Accredited Investor Services since July 2022, 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.
Investment adviser representative registrations
Tami Mayers is registered as an investment adviser representative in Minnesota, since July 2022.
- MinnesotaSince 21 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 July 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6898150
- Firm
- Accredited Investor Services · CRD 148821
- Office
- 622 ROOSEVELT ROAD, SUITE 160, St. Cloud, MN 56301
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Tami Mayers work?
Tami Mayers is an investment adviser representative registered through Accredited Investor Services, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Tami Mayers a financial advisor?
Yes. Tami Mayers has a current investment-adviser registration in Minnesota, through Accredited Investor Services since July 2022.
How many years of experience does Tami Mayers have?
Tami Mayers has 7 years in the financial industry, since November 2018, across 1 adviser firm.
What exams has Tami Mayers passed?
Tami Mayers has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2018. FINRA credited Tami Mayers with the SIE, which began in October 2018.
Where is Tami Mayers based?
Tami Mayers’ registered office is in St. Cloud, MN.
Is Tami Mayers registered with FINRA?
No. Tami Mayers has no current broker registration.
How can I verify Tami Mayers’ record?
Search CRD 6898150 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tami Mayers’ full registration record.