AIS Planning

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

622 Roosevelt Rd Ste 160, Saint Cloud, M...

Phone Number

(320) 252-6552

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About AIS Planning

AIS Planning is a financial services firm based in St. Cloud, Minnesota, specializing in Wealth Management and Retirement Plan Services. The company aims to assist motivated businesses, individuals, and families in achieving their financial goals through a supportive and fiduciary approach. With a focus on personalized financial planning, AIS Planning emphasizes the importance of trust and accountability in managing clients' financial well-being. Their services include developing, implementing, and monitoring financial plans tailored to clients' life and wealth objectives.Explore more
AIS Planning's Social MediaPopular SearchesAIS PlanningAccredited Investor Services LLCAccredited Investor Services, Llc Dba Ais PlanningAisplanningSIC Code 62,628NAICS Code 52,523Show more

AIS Planning Org Chart

Cathy Juilfs, Chief Executive Officer & President at AIS Planning
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Chief Executive Officer & President

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Senior Wealth Management Client Service Assoc...

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Retirement Plan Client Service Associate

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TB
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Senior Retirement Plans Client Service Associ...

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SO
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Client Service Associate

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DC
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Executive Assistant

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Owner and Advisor

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CD
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Advisor

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JH
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CFP Senior Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AIS Planning

<$5M
11-50
Private
-
1999
Cathy Juilfs, Chief Executive Officer & President at AIS Planning
Cathy JuilfsCEO & President
<$5M
11-50
Private
<$5M
2015
SK
Scott KellerManaging Principal, Co-Founder and Chief Investment Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1997
GP
Gail PerkinsDirector, Client Experience
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
<$5M
2009
Chad Staskal, Managing Partner, Chief Executive Officer at Eagle Wealth Management
Chad StaskalManaging Partner, CEO
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AIS Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AIS Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AIS Planning.

AIS Planning Tech Stack

A closer look at the technologies used by AIS Planning

Top Finance Companies

Frequently Asked Questions Regarding AIS Planning

What is AIS Planning's official website?
AIS Planning's official website is www.aisplanning.com
What is AIS Planning's Revenue?
AIS Planning's revenue is <$5 Million
What is AIS Planning's SIC code?
AIS Planning's SIC: 62,628
What is AIS Planning's NAICS code?
AIS Planning's NAICS: 52,523
How many employees does AIS Planning have?
AIS Planning has 11-50 employees
What industry does AIS Planning belong to?
AIS Planning is in the industry of: Finance, Securities Trading
What is AIS Planning competition?
AIS Planning top competitors include: Stratos Wealth Advisors, Charles Carroll Financial Partners, KMR Wealth Advisory, Eagle Wealth Management
What technology does AIS Planning use?
Some of the popular technologies that AIS Planning uses are: Drupal, AddToAny, Vimeo, Google Tag Manager
How do I contact AIS Planning?
AIS Planning contact info: Phone number: (320) 252-6552 Website: www.aisplanning.com
What does AIS Planning do?

AIS Planning is a financial services firm based in St. Cloud, Minnesota, specializing in Wealth Management and Retirement Plan Services. The company aims to assist motivated businesses, individuals, and families in achieving their financial goals through a supportive and fiduciary approach. With a focus on personalized financial planning, AIS Plann... ing emphasizes the importance of trust and accountability in managing clients' financial well-being. Their services include developing, implementing, and monitoring financial plans tailored to clients' life and wealth objectives.Read More

What are AIS Planning social media links?
AIS Planning Linkedin page AIS Planning Facebook page
Is AIS Planning a public company?
AIS Planning is private company therefore does not currently have an official ticker symbol
See more information about AIS Planning

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