|
Company: AIS Planning |
Registration No: CFX10269 |
|
|
Address: 622 Roosevelt Road, Suite 160, St. Cloud, MN, 56301, United States |
View Certificate |
|
|
Web Site: http://www.aisplanning.com |
||
|
Registration Type: Fiduciary Adviser (PPA) |
||
|
Program: Serving as a Fiduciary Adviser, as defined by the Pension Protection Act of 2006, within numerous Eligible Investment Advice Arrangements |
||
|
Current Registration Date: 08/13/2025 |
Initial Registration Date: 08/13/2014 |
|
Registered Sites:
|
||
CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
Sales: 866-390-5080
Support: 844-394-9960