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 is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, advisory services to businesses or institutions, pension consulting, and selection-of-other-advisers services. It also operates as an insurance broker and charges fees by percentage of AUM, hourly rates, and fixed fees. AIS Planning indicates active interest in ESG investing.
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 1CATHY JUILFS
CEO & PresidentCRD 2913092
Contacts
3 of 9JASON 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 58Active vs passive
$154M in ETFs
21%
$31.8M
79%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $57.4M | 516,537 | 37.23% |
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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