RBC Capital Markets
41yrs
Top 3% by experience in St. Cloud
46yrs
Charles Shaefer is a financial advisor in St. Cloud, Minnesota, with 46 years in the industry. Charles joined AIS Planning in 2015, after five years at Keystone Wealth Advisors. AIS Planning offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience46 years (since 1981)
How that compares ?Top advisor by experience in St. Cloud
Office622 Roosevelt Road Suite 160, St. Cloud, MN 56301
FirmAIS Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$995,279
Advisors at the firm10
States licensed ?1 state
Services through AIS Planning
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2015 – nowAIS PlanningCurrent firm
- 2013 – 2018Keystone Wealth Advisors, IncorporatedPreviously
Contact Charles
(320) 252-6552AIS Planning main office 622 Roosevelt Road Suite 160St. Cloud, MN 56301Office · Get directions Facebook pageAIS Planning
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Charles
How do I contact Charles?
Call AIS Planning at (320) 252-6552 and ask for Charles Shaefer. Charles works from the St. Cloud, MN office.
How long has Charles been a financial advisor?
Charles has been in the industry since 1981, about 46 years. Top advisor by experience in St. Cloud.
What licenses does Charles hold?
Series 63. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Charles paid?
AIS Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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