AIS Planning
Financial Services • 
St Cloud, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 622 Roosevelt Road, Suite 160, St. Cloud, MN 56301, US |
| Phone number | +13202526534 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Group Retirement Plans, Life Wealth Management, Financial Planning & Coaching |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contacts at AIS Planning
Nathan Goebel
Owner/Advisor
Sarah Noble
Owner/Advisor/Operations Manager
Cathy Juilfs
Ceo & President
AIS Planning Email Formats
AIS Planning uses 2 email formats. The most common is {first name} (e.g., john@aisplanning.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@aisplanning.com | 55.6% |
{first initial} | j@aisplanning.com | 44.4% |
About AIS Planning
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!
AIS Planning revenue & valuation
| Annual revenue | $27,000,000 |
| Revenue per employee | $2,991,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $86,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
AIS Planning has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
AIS Planning has never raised funding before.
AIS Planning Tech Stack
Discover the technologies and tools that power AIS Planning's digital infrastructure, from frameworks to analytics platforms.
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Canada
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Germany
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Frequently asked questions
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