AIS Planning Employee Directory

Q: What is AIS Planning known for?

AIS Planning was founded in 1999. AIS Planning operates in the Financial Services industry.

Q: How many employees does AIS Planning have currently?

AIS Planning has approximately 11 employees.

Financial ServicesUnited States11-50 Employees

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!

Find AIS Planning employees' phone numbers or email addresses

AIS Planning Global Highlights

North America
13

United States Of America
13

AIS Planning's Leadership

C. J.
Ceo & President
Mobile Phone
Email
N. G.
Owner/Advisor
Mobile Phone
Email
S. N.
Owner/Advisor/Operations Manager
Mobile Phone
Email
D. M.
Owner
Mobile Phone
Email
T. M.
Senior Client Service Associate
Mobile Phone
Email
C. D.
Associate Advisor
Mobile Phone
Email
T. B.
Retirement Plan Client Service Associate
Mobile Phone
Email
J. D.
Client Services Administrator
Mobile Phone
Email

Contact profiles from AIS Planning

Name

Title

Contact Info

Location

Last Update

N. G.
Owner/Advisor
Mobile Phone
Email
United StatesMinnesota
May 06, 2025
S. N.
Owner/Advisor/Operations Manager
Mobile Phone
Email
United StatesMinnesota
Oct 17, 2025
C. J.
Ceo & President
Mobile Phone
Email
United StatesMinnesota
Jul 18, 2025
D. M.
Owner
Mobile Phone
Email
Oct 17, 2024
T. M.
Senior Client Service Associate
Mobile Phone
Email
United StatesMinnesota
Oct 27, 2025
C. D.
Associate Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 19, 2025
T. B.
Retirement Plan Client Service Associate
Mobile Phone
Email
United StatesMinnesota
Aug 12, 2025
J. D.
Client Services Administrator
Mobile Phone
Email
Oct 23, 2024
J. H.
Certified Financial Planner
Mobile Phone
Email
United StatesMinnesota
Jan 28, 2025
P. T.
Client Services Operations Specialist
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is AIS Planning known for?

AIS Planning was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 622 Roosevelt Road, Suite 160 St. Cloud, MN 56301, US; you can contact the main corporate office by phone at

+1-320-252-****

. Explore AIS Planning's company overview page for more information.

What is AIS Planning's most common email format?

AIS Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AIS Planning email formats with LeadIQ.

How many employees does AIS Planning have currently?

AIS Planning has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are AIS Planning's key employees and leadership?

As of October 2025, AIS Planning's key employees include:

Ceo & President: C. J.
Owner/Advisor: N. G.
Owner/Advisor/Operations Manager: S. N.
Owner: D. M.
Senior Client Service Associate: T. M.

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