Sarah Ann Noble

Employer firm

Ais Planning CRD 148821

$591M regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 02/2019
  Northwestern Mutual Investment Services Llc
  Saint Cloud, MN
• 12/2014 → 05/2018
  Joshua Longnecker
  Saint Cloud, MN
• 05/2018 → 02/2019
  Northwestern Mutual Insurance Company
  Milwaukee, WI
• 02/2019 → 02/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2019 → 05/2023
  Ais Planning
  Saint Cloud, MN
• 05/2023 → 08/2023
  Great Valley Advisor Group
  Minnetonka, MN
• 10/2023 → 01/2025
  Ais Planning
  Saint Cloud, MN
• 04/2023 → Present
  Elevate Collective, Llc
  Sartell, MN
• 01/2025 → Present
  Ais Planning
  Saint Cloud, MN

Previous Registrations

• 2023-05-05 → 2023-08-29
  Great Valley Advisor Group, Llc
  Minnetonka, MN
  Berwyn, PA
• 2019-09-30 → 2023-04-26
  Ais Planning
  St. Cloud, MN

Other Businesses

1.) Elevate Collective, LLC; Non Investment Related; 609 Kendall Ct. Sartell, MN 56377; Marketing consultant; Owner/President; Start Date 4/30/2023; 10 hours/month with 0 hours/month during securities trading hours; Marketing consulting, speaking, brand awareness, content writing, scripting and video creation

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-30
• S63 Uniform Securities Agent State Law Examination
  2018-11-02

Other Names

• Sarah Beauregard
• Sarah Ann Beauregard
• Sarah Ann Noble