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AIS PlanningFinancial advisor in Saint Cloud, MN

AIS Planning is a financial advisor at 622 Roosevelt Rd Ste 160, St Cloud, MN 56301, ranked #10 of 18 financial advisors in Saint Cloud and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Saint Cloud, MNUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about AIS Planning
Address622 Roosevelt Rd Ste 160, St Cloud, MN 56301, Saint Cloud, MNGet directions
Phone(320) 252-6552
Websiteaisplanning.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 4 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Saint Cloud and 2 towns within 25 miles: Sauk Rapids and Sartell.

Based in Saint Cloud, MNView on map

Opening hours

Opening hours for AIS Planning
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about AIS Planning

How is AIS Planning ranked in Saint Cloud?

AIS Planning is ranked #10 of 18 financial advisors in Saint Cloud by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are AIS Planning’s hours?

AIS Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does AIS Planning serve?

Serves Saint Cloud and 2 towns within 25 miles: Sauk Rapids and Sartell. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about AIS Planning?

AIS Planning has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact AIS Planning?

Call AIS Planning on (320) 252-6552. The business is at 622 Roosevelt Rd Ste 160, St Cloud, MN 56301, Saint Cloud, MN. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

AIS Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
AIS Planning (this business)—705.0 (7)NoNo
Bankers Life#8714.2 (17)NoNo0.9 mi
Kramer Financial#9705.0 (9)NoNo2.0 mi
Wolters Kluwer Financial Services#11684.2 (5)NoNo3.2 mi

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