Ais Planning

Firm record

As recorded in SEC IAPD

Firm CRD

148821

SEC number

801-132984

Firm type

RIA

Assets under management

$591.0M as of Mar 23, 2026

Website

www.facebook.com/AIS-Planning-906195329440358/?ref=py_c ↗

Phone

(320) 252-6552

Address

622 Roosevelt Road, St. Cloud, MN, 56301

Advisors at this firm

10 in our index · page 1 of 1

• Teresa Jean BawdenCRD 7502971 · St. Cloud, MN
  IA Registered
• Christopher Peter DukeCRD 7207342 · St. Cloud, MN
  IA Registered
• Nathan GoebelCRD 6456965 · St. Cloud, MN
  IA RegisteredRegistration inactive
• Jason Cameron HallonquistCRD 2241054 · St. Cloud, MN
  IA Registered
• Cathy Lynne JuilfsCRD 2913092 · St. Cloud, MN
  IA Registered
• Sydney Rae MeyerCRD 6511010 · St. Cloud, MN
  IA RegisteredRegistration inactive
• Tami MayersCRD 6898150 · St. Cloud, MN
  IA RegisteredRegistration inactive
• Sarah Ann NobleCRD 5985087 · St. Cloud, MN
  IA RegisteredRegistration inactive
• Sommer Ann OslundCRD 8197007 · St. Cloud, MN
  IA Registered
  Disclosure event(s) on record
• Charles Ted ShaeferCRD 727283 · St. Cloud, MN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.