Ais Planning

Ais Planning (CRD# 148821) is a financial advisory firm headquartered in Saint Cloud, MN. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MN, TX

Financial Advisors at Ais Planning
Showing 1 - 6 of 6 top financial advisors.
1
Jason C. Hallonquist
CRD#: 2241054
3701 12th Street North Suite 103, Saint Cloud, MN 56303
96
Wealthminder
score

Jason Hallonquist (CRD# 2241054) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 24 years of experience in the finance industry. Jason Hallonquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cathy L. Juilfs
CRD#: 2913092
3701 12th Street North, Saint Cloud, MN 56303
96
Wealthminder
score

Cathy Juilfs (CRD# 2913092) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 20 years of experience in the finance industry. Cathy Juilfs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kristin L. Darnall
CRD#: 2466532
3701 12th Street North, Suite 103, Saint Cloud, MN 56303
93
Wealthminder
score

Kristin Darnall (CRD# 2466532) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 23 years of experience in the finance industry.

4
Charles T. Shaefer
CRD#: 727283
3701 12th Street North, Suite 103, Saint Cloud, MN 56303
93
Wealthminder
score

Charles Shaefer (CRD# 727283) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 36 years of experience in the finance industry.

5
Daniel T. Gaughan
CRD#: 5779033
3701 12th Street North, Suite 103, Saint Cloud, MN 56303
90
Wealthminder
score

Daniel Gaughan (CRD# 5779033) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 6 years of experience in the finance industry.

6
Ashley T. Kerzman
CRD#: 6183572
3701 12th Street North Suite 103, Saint Cloud, MN 56303
89
Wealthminder
score

Ashley Kerzman (CRD# 6183572) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.