AIS Planning works with motivated Individuals/Couples that value an unbiased, independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well-being. Through thoughtful questions and careful listening, we guide wise decisions that execute a financial plan for achieving what our clients want in the future while enjoying their today. Our commitment to our clients is that we act in their best interest - always!
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AIS Planning Questions
The AIS Planning annual revenue was $1 million in 2026.
Cathy Juilfs is the CEO and President of AIS Planning.
8 people are employed at AIS Planning.
AIS Planning is based in St. Cloud, Minnesota.
The NAICS codes for AIS Planning are [523, 52393, 52, 5239].
The SIC codes for AIS Planning are [62, 628].
Top AIS Planning Employees
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Cathy Juilfs
CEO and President at AIS Planning
St. Cloud, MN, US22 -
Nathan Goebel
Chief Compliance Officer (CCO) at AIS Planning
St. Cloud, MN, US21 -
Jason Hallonquist
Certified Financial Planner at AIS Planning
St. Cloud, MN, US14 -
Teresa Bawden
Retirement Plan Client Service Associate at AIS Planning
St. Cloud, MN, US22 -
Tami Mayers
Senior Client Service Associate at AIS Planning
Sauk Rapids, MN, US12 -
Christopher Duke
Associate Advisor at AIS Planning
St. Cloud, MN, US1 -
Jason Hallonquist
Certified Financial Planner at AIS Planning
Saint Cloud, Minnesota, United States13 -
Miguel Gallegos
Operations Manager at AIS Planning
St. Cloud, MN, US
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