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Sarah Ann Noble

Ais Planning

St. Cloud, MN

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Current Employers
Ais Planning

622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-10-16
  • MN RA
    APPROVED
    Since 2023-10-16

Branch Locations

622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services Llc Saint Cloud MN 04/2018 02/2019
Joshua Longnecker Saint Cloud MN 12/2014 05/2018
Northwestern Mutual Insurance Company Milwaukee WI 05/2018 02/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2019 02/2019
Ais Planning Saint Cloud MN 03/2019 05/2023
Great Valley Advisor Group Minnetonka MN 05/2023 08/2023
Ais Planning Saint Cloud MN 10/2023 01/2025
Elevate Collective, Llc Sartell MN 04/2023 Present
Ais Planning Saint Cloud MN 01/2025 Present
  • 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
    Saint Cloud, MN
  • 05/2023 → 08/2023
    Great Valley Advisor Group
    Minnetonka, MN
  • 10/2023 → 01/2025
    Saint Cloud, MN
  • 04/2023 → Present
    Elevate Collective, Llc
    Sartell, MN
  • 01/2025 → Present
    Saint Cloud, MN
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-30
S63 Uniform Securities Agent State Law Examination 2018-11-02
  • 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

View on SEC IAPD

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