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AIS PLANNING

ST. CLOUD, MN · CRD 148821 · IAPD ↗ · (320) 252-6552

$591.0MRegulatory AUM
9Advisory reps
13Employees
105Clients
More than 500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — AIS PLANNING crossed $500M in regulatory AUM ($485.1M -> $591.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
98
July 2025 — AIS PLANNING (ST. CLOUD, MN) is newly SEC-registered with $485.1M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.