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).
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Total Assets Under Management9MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$208,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, FL, MN, TX
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.
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.
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.
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.
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.
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.
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.