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Nathan Goebel

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 2020-02-09
  • MN RA
    APPROVED
    Since 2020-02-09

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
St. Cloud State University St. Cloud MN 08/2014 05/2017
Northwestern Mutual St. Cloud MN 05/2015 01/2017
Wealthcare Inc. Cold Spring MN 02/2017 05/2019
Voya Financial Advisors Cold Spring MN 02/2017 05/2019
Cetera Investment Services Llc St. Cloud MN 06/2019 01/2020
Cetera Investment Advisors Llc Saint Cloud MN 06/2019 01/2020
Ais Planning St. Cloud MN 02/2020 Present
  • 08/2014 → 05/2017
    St. Cloud State University
    St. Cloud, MN
  • 05/2015 → 01/2017
    Northwestern Mutual
    St. Cloud, MN
  • 02/2017 → 05/2019
    Wealthcare Inc.
    Cold Spring, MN
  • 02/2017 → 05/2019
    Voya Financial Advisors
    Cold Spring, MN
  • 06/2019 → 01/2020
    Cetera Investment Services Llc
    St. Cloud, MN
  • 06/2019 → 01/2020
    Cetera Investment Advisors Llc
    Saint Cloud, MN
  • 02/2020 → Present
    Ais Planning
    St. Cloud, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-06
  • S66 Uniform Combined State Law Examination
    2017-11-06
Designations
Other Names
  • Nathan L Goebel
  • Nathan Loren Goebel
  • Nate Loren Goebel

View on SEC IAPD

Other Firms

LFA
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PRINCIPAL SECURITIES, INC.

Other Investors

KIMBERLY MARIE FOSTER
CHRISTOPHER JOHN HASTINGS
Jennifer L Lesmeister
CHRISTOPHER L WAYNE
JAMES FRANCIS SCHMITZ
STEVEN ALLAN LARAWAY
PATRICK PHILLIP SOLYNTJES
ANDREW SCOTT JACOBS

Other Offices

LFA · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
STATE FARM INVESTMENT MANAGEMENT CORP. · Saint Cloud, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT CLOUD, MN
AMERIPRISE FINANCIAL SERVICES, LLC · ST. CLOUD, MN
LPL FINANCIAL LLC · ST. CLOUD, MN
CETERA INVESTMENT ADVISERS LLC · ST CLOUD, MN
AMERIPRISE FINANCIAL SERVICES, LLC · St. Cloud, MN

More in St. Cloud, MN

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