The Planning Team | Financial Advisors Bismarck ND

Who We Are

At PlanningTeam, we provide clear, personalized guidance rooted in honesty, integrity, and long-term relationships. Discover how we help you navigate life’s financial decisions with confidence and provide valuable experience.

Approach & Valuess

Delivering personalized financial guidance built on integrity, long-term focus, and a commitment to evolving with your life. Explore how our client-centered approach helps you create and maintain a plan that truly reflects your goals.

Meet Our Advisors

Thomas M. Gunderson, CFP®, AIF®

Perry Bohl, CFP®, AIF®

James P. Braun, CFP®, AIF®

Eric Aldinger, AIF®

Julie Hinsz, Wealth Manager

Shayla Evink, AIF®

Planning

Services

Investing

Services

Risk

Services

Who We Are

Approach & Valuess

Meet Our Advisors

Thomas M. Gunderson, CFP®, AIF®

Perry Bohl, CFP®, AIF®

James P. Braun, CFP®, AIF®

Eric Aldinger, AIF®

Julie Hinsz, Wealth Manager

Shayla Evink, AIF®

Convenient Access for Our Clients

Clients Center

Access Your Account

Appointment Checklist

Client Resources

Teamwork and Shared Expertise

Integrity and Transparency

Disciplined,& Long-Term Perspective

Education & Empowerment

The Right Planning Sets the Course for Your Financial Future.

The Right Team Helps You Navigate Towards Your Destination.

Planning Services

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