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- Custodian
- American Funds · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- SignalEagle
- Established Date
- 01-13-2009
- Office Locations
- 1
Office Locations
About AIS Planning
AIS Planning is a St. Cloud, Minnesota-based fiduciary advisory firm providing wealth management and retirement plan services. The CFP-led team partners with motivated individuals, families, and business owners, developing, implementing, and monitoring financial plans and employer retirement plans. Portfolios commonly use mutual funds and ETFs as part of a diversified approach.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON CAMERON HALLONQUIST
Chief Investment Officer, SENIOR ADVISOR
- CRD
- #2241054
- Ownership
- 25% but less than 50%
CATHY LYNNE JUILFS
Chief Executive Officer, President, SENIOR ADVISOR
- CRD
- #2913092
- Ownership
- 25% but less than 50%
Wave wave
Eagle bridge timber
- CRD
- #98550
- Ownership
- 44.6%
Showing 2 of 4 owners & executives
Unlock allContacts
Teresa Jean Bawden
Client Service Associate
- CRD
- #7502971
Christopher Peter Duke
Associate Advisor
- CRD
- #7207342
Frontier crest
Beacon insight fusion
- CRD
- #37551
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $585,971,551 | $411,786 |
| Non-Discretionary | $5,014,187 | $1,253,547 |
| Total | $590,985,738 | $414,146 |
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Separately Managed Accounts
Total SMA Asset: $590,985,738
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $913,781,539 | 19.0% |
| Equity - Exchange | $514,603,288 | 10.7% |
| Cash | $596,362,688 | 12.4% |
| Municipal Bonds | $317,418,850 | 6.6% |
| Equity - OTC | $904,162,786 | 18.8% |
| U.S. Government/Agency | $1,563,047,369 | 32.5% |
| Total | $4,809,376,520 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL GLACIER | BRIDGE HARBOR | 31SZGWU9N | TPN | 7.98% | $93,974,574 |
| ALPHA NORTH | VERTEX MATRIX | UYFL8WL4P | NQI | 3.89% | $69,501,904 |
| BRIDGE OPTIMA WAVE | CAPITAL EAGLE | NDVX3MKH6 | WBD | 11.19% | $82,132,103 |
| QUANTUM UNISON | TIMBER ZENITH | VVUBZXM7O | LCI | 1.09% | $50,168,350 |
| BEACON VALUE ELEMENT | EAGLE RADIAL | HBV3K71DM | YFJ | 7.90% | $77,363,757 |
| EAGLE LEGACY OAK | GLACIER RIDGE | HGDFN4BG7 | IPAQZ | 11.11% | $90,322,216 |
| ATLAS RIDGE SUMMIT | ATLAS VECTOR | WXZ3CI255 | ZTQ | 4.92% | $76,706,111 |
| FOUNDATION MERIDIAN CATALYST | EAGLE SUMMIT | SPQXJ7AND | BRK | 11.60% | $88,377,844 |