AIS Planning Employee Directory

AIS Planning corporate office is located in 622 Roosevelt Rd Ste 160, Saint Cloud, Minnesota, 56301, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Medical & Health

AIS Planning CEO

Cathy JuilfsChief Executive Officer & President

Phone

See Profile

Key Employees of AIS Planning

SD
Sara Draxler-G...
Manager, Operations
PhoneEmail
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AIS Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from AIS Planning

Hundreds of professionals searching for AIS Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Cathy Juilfs
Email Direct
Chief Executive Officer & President
United States , Minnesota , Saint Cloud

SD
Sara Draxler-Gainsforth
Email Direct
Manager, Operations
United States , Minnesota , Saint Cloud

Nathan Goebel
Email Direct
Owner and Advisor
United States , Minnesota , Saint Cloud

TM
Tami Mayers
Email Direct
Senior Wealth Management Client Service Associate
United States , Minnesota , Saint Cloud

DC
Dafne Carmona-Rios
Email Direct
Executive Assistant
United States , Minnesota , Saint Cloud

CD
Christopher Duke
Email Direct
Associate Advisor
United States , Minnesota , Saint Cloud

TB
Theresa Bawden
Email Direct
Retirement Plan Client Service Associate
United States , Minnesota , Saint Cloud

JH
Jason Hallonquist
Email Direct
CFP Senior Advisor
United States , Minnesota , Saint Cloud

JD
Janet DeZurik
Email Direct
Finance and Office Administration
United States , Minnesota , Saint Cloud

SM
Sydney Meyer
Email Direct
Senior Associate Advisor
United States , Minnesota , Saint Cloud

Former Employees at AIS Planning

Explore people who held key positions, contributed to AIS Planning's success, and advanced their careers.

Kristin Darnall

Director, Development ... at Quiet Oaks Hospice Hou...

Worked as Manager, Business & Chief Compliance Officer

at AIS Planning (2015-2020)

Direct

Pamela Trobec

Manager, Client Servic... at American Heritage Bank

Worked as Client Services Operations Specialist

at AIS Planning (2016-2017)

Direct

Dan Gaughan

Assistant VP, Retail B... at Citizens National Bank

Worked as Associate Advisor

at AIS Planning (2015-2021)

Direct

Mask Content

Cfp Financial Advisor at RiverStone Financial G...

Worked as Associate Advisor

at AIS Planning (2019-2022)

Direct

Mask Content

401 Client Service Rep... at Jacobs Financial

Worked as Client Service Associate

at AIS Planning (2021-2022)

Direct

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Frequently Asked Questions Regarding AIS Planning Employees

How many employees does AIS Planning have?

AIS Planning has 11-50 employees

Who is the CEO of AIS Planning?

AIS Planning’s CEO is Cathy Juilfs

Who are AIS Planning key employees?

Some of AIS Planning key employees are Sara Draxler-Gainsforth

Where is AIS Planning located?

AIS Planning’s headquarters are located at 622 Roosevelt Rd Ste 160, Saint Cloud, Minnesota, 56301, United States

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... Read More

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 Employees