AIS Planning
46yrs
Top advisor by experience in St. Cloud
AIS Planning
St. Cloud, MN. Legal name: Accredited Investor Services, LLC
About the firm
A registered investment advisory firm based in St. Cloud, Minnesota. It manages about $591 million for roughly 496 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$995,279
Assets under management ?$591 million
Individual clients496
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at AIS Planning
10Advisors
8Median years of experience
1States with offices
1Offices
Also known as
Accredited Investor Services, LLC · Winona Bank Holding Company Financial Services, LLC
About AIS Planning
How do I contact AIS Planning?
Call the main office at (320) 252-6552. The main office is at 622 Roosevelt Road Suite 160, St. Cloud, MN 56301.
How is AIS Planning paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does AIS Planning offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at AIS Planning?
We list 10 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.