Jason C. Hallonquist,  CFP<sup>&reg;</sup> - Financial Advisor

Jason C. Hallonquist, CFP®

Managing Director

AIS Planning

622 Roosevelt Rd, Ste 160
Saint Cloud, MN 56301
FINANCIAL ADVISOR'S WEBSITE
(320) 252-6552 CONNECT WITH Jason
  • linkedin link

General

Jason Hallonquist is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AIS Planning in Saint Cloud, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MN, FL
  • Fixed annuities: MN, FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Life Planning, Starting a Family, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources