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!

Business Development

Investment Management

Retirement

AIS Planning

AIS Planning's headquarters in St. Cloud, MN, United States

Cathy Juilfs

This department provides expert guidance and insights to clients and stakeholders.

Advisory Services

This department focuses on managing client relationships and providing financial planning services.

Client Services

This department oversees and optimizes the day-to-day operations of the organization.

AIS Planning

Org chart

Teams

Advisory Services

Client Services

Operations Management

Offices

AIS Planning

Org chart

Teams

Advisory Services

Client Services

Operations Management

Offices

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