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Financial ADVSR advisor directory · SEC adviser records

Ais Planning financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Ais Planning office in Minnesota, by city and A to Z.

9 registered advisors work at Ais Planning in Minnesota, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in St. Cloud (9). 4 list the CFP designation and 0 are also registered broker representatives.

Ais Planning advisors by city in Minnesota

Every firm in Minnesota →

St. Cloud 9

Ais Planning advisors in Minnesota, A to Z

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Questions

How many Ais Planning financial advisors are in Minnesota?

9 investment adviser representatives are registered at Ais Planning offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Minnesota does Ais Planning have the most advisors?

St. Cloud, with 9. Ais Planning has advisors in 1 city in Minnesota.

How do I check a Ais Planning advisor in Minnesota?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ais Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.