AIS Planning
Firm details
- Headquarters
- Saint Cloud, Minnesota
- CRD number
- 148821
- Registered since
- June 13, 2025
- Website
- www.aisplanning.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.8%
- Individuals15.73%
- Other7.14%
- Pension & Profit Sharing Plans4.88%
- Charitable Organizations3.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
AIS Planning operates as an independent registered investment adviser organized as an LLC and became SEC-registered in 2025. The firm is owned by an individual and positions itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection. AIS Planning also conducts insurance brokerage activity and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. The firm indicates active consideration of ESG factors in its investing approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Cathy Juilfs
CEO & PresidentCRD 2913092
Contacts
3 of 9
Jason Hallonquist
Senior AdvisorCRD 2241054
Nathan Goebel
AdvisorCRD 6456965
Sydney Meyer
Client Service AssociateCRD 6511010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$175M in ETFs
19%
$33M
81%
$142M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $66.3M | 517,498 | 37.92% |
Location
Saint Cloud, MN
Stearns
Location
Saint Cloud, MN
Headquartered in Saint Cloud, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Stearns
- Address
- 622 Roosevelt Rd
- Time zone
- CT (UTC-6)
- Office locations
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