Holzkamp Douglas A Aif CWS

AIS Planning is dedicated to providing the very best in Wealth Management and Retirement Plan services, focused on helping clients think bigger, plan better so they can enjoy more. We understand that talking about your money is an emotional matter. As your financial net worth grows, the complexity of your circumstances and the pressure you feel to make the "right" decisions grow too. Our experienced team members serve as a highly supportive and caring third party between you and your money, facilitating confident decision-making, intentional change and accountability.At AIS Planning WE BELIEVE...Everyone deserves trustworthy financial advice, fashioned in their best interest.People are worth more than what is represented on their financial statements.Being a Fiduciary and acting in the best interest of our clients at all times is our obligation.Financial planning is about serving people, not selling products.AIS Planning works with motivated businesses, individuals and families seeking a trusted team of professionals to partner with in meeting their financial goals.

Accredited Investor Service, located in Saint Cloud, MN, specializes in wealth management and retirement planning services. The firm is dedicated to fostering deep and meaningful relationships with clients, aiming to support their financial planning needs across generations. In addition to personalized financial services, Accredited Investor Service offers resources such as financial wellness calculators and webcasts, as well as community involvement initiatives like Women's Conversation Circles. Their commitment to client success is reflected in their collaborative approach to financial planning. Generated from the website

At Keeling Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the St Cloud, MN area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.