Ais Planning

Ais Planning (CRD# 148821) is a financial advisory firm headquartered in Saint Cloud, MN. They manage $9,163,656 in 44 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $208,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MN, TX

Financial Advisors at Ais Planning
Showing 1 - 7 of 7 top financial advisors.
1
Nathan Goebel
CRD#: 6456965
622 Roosevelt Road, Suite 160, Saint Cloud, MN 56301

Nathan Goebel (CRD# 6456965) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 6 years of experience in the finance industry.

2
Jason C. Hallonquist
CRD#: 2241054
622 Roosevelt Road, Suite 160, Saint Cloud, MN 56301

Jason Hallonquist (CRD# 2241054) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 31 years of experience in the finance industry.

3
Cathy L. Juilfs
CRD#: 2913092
622 Roosevelt Road, Suite 160, Saint Cloud, MN 56301

Cathy Juilfs (CRD# 2913092) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 26 years of experience in the finance industry.

4
Charles T. Shaefer
CRD#: 727283
622 Roosevelt Road, Suite 160, Saint Cloud, MN 56301

Charles Shaefer (CRD# 727283) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 42 years of experience in the finance industry.

5
Teresa J. Bawden
CRD#: 7502971
622 Roosevelt Road, Suite 160, Saint Cloud, MN 56301

Teresa Bawden (CRD# 7502971) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 2 years of experience in the finance industry.

6
Christopher P. Duke
CRD#: 7207342
622 Roosevelt Road, Suite 160, Saint Cloud, MN 56301

Christopher Duke (CRD# 7207342) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 4 years of experience in the finance industry.

7
Tami Mayers
CRD#: 6898150
622 Roosevelt Road, Suite 160, Saint Cloud, MN 56301

Tami Mayers (CRD# 6898150) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 5 years of experience in the finance industry.

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