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!
View Top Employees from AIS Planning| Website | http://www.aisplanning.com |
| Revenue | $1 million |
| Employees | 11 (11 on RocketReach) |
| Founded | 1999 |
| Address | 622 Roosevelt Road Suite 160, St. Cloud, Minnesota 56301, US |
| Phone | (320) 252-6552 |
| Technologies |
JavaScript,
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+12 more
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| Industry | Financial Services, Finance General, Life Wealth Management, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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AIS Planning Questions
The AIS Planning annual revenue was $1 million in 2024.
11 people are employed at AIS Planning.
AIS Planning is based in St. Cloud, Minnesota.
The NAICS codes for AIS Planning are [5239, 52, 52393, 523].
The SIC codes for AIS Planning are [62, 628].
Top AIS Planning Employees
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ViewJason Hallonquist
Certified Financial Planner at AIS Planning
Saint Cloud, Minnesota, United States13 -
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